Carson Wealth (CWM LLC)

Carson Wealth (CWM LLC) Portfolio holdings

AUM $33.2B
1-Year Est. Return 16.13%
This Quarter Est. Return
1 Year Est. Return
+16.13%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.63B
AUM Growth
+$184M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,262
New
Increased
Reduced
Closed

Top Buys

1
+$34.4M
2
+$30.8M
3
+$24.3M
4
FDX icon
FedEx
FDX
+$24.2M
5
TGT icon
Target
TGT
+$23.5M

Top Sells

1
+$19.5M
2
+$15.3M
3
+$14.9M
4
JNS
Janus Capital Group Inc
JNS
+$12.8M
5
FWRD icon
Forward Air
FWRD
+$11.9M

Sector Composition

1 Healthcare 12.29%
2 Technology 11.8%
3 Financials 10.71%
4 Industrials 10.17%
5 Energy 8.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$67K ﹤0.01%
1,595
+1,500
402
$67K ﹤0.01%
1,140
+313
403
$66K ﹤0.01%
893
-103
404
$66K ﹤0.01%
2,698
-32
405
$66K ﹤0.01%
2,008
406
$65K ﹤0.01%
3,576
407
$65K ﹤0.01%
1,262
+367
408
$65K ﹤0.01%
837
+619
409
$65K ﹤0.01%
706
+1
410
$64K ﹤0.01%
1,161
-57,947
411
$64K ﹤0.01%
1,784
-409
412
$64K ﹤0.01%
+2,450
413
$62K ﹤0.01%
1,016
+400
414
$62K ﹤0.01%
628
+178
415
$62K ﹤0.01%
4,053
-2,208
416
$62K ﹤0.01%
414
-87
417
$61K ﹤0.01%
800
+200
418
$61K ﹤0.01%
800
-20
419
$60K ﹤0.01%
4,567
+3,887
420
$60K ﹤0.01%
1,663
421
$60K ﹤0.01%
3,091
422
$59K ﹤0.01%
909
+283
423
$59K ﹤0.01%
+1,300
424
$59K ﹤0.01%
2,000
-1,070
425
$59K ﹤0.01%
+1,545
15 16
17
18 19