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
$1.14B
AUM Growth
+$120M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
864
New
Increased
Reduced
Closed

Top Buys

1
+$19.7M
2
+$16.6M
3
+$11.1M
4
USDU icon
WisdomTree Bloomberg US Dollar Bullish Fund
USDU
+$10.5M
5
JNS
Janus Capital Group Inc
JNS
+$9.45M

Top Sells

1
+$11.8M
2
+$8.52M
3
+$8.27M
4
JPM icon
JPMorgan Chase
JPM
+$7.35M
5
SU icon
Suncor Energy
SU
+$7.27M

Sector Composition

1 Technology 16.16%
2 Industrials 11.59%
3 Financials 9.92%
4 Healthcare 9.88%
5 Consumer Discretionary 7.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$23K ﹤0.01%
1,500
427
$23K ﹤0.01%
400
428
$23K ﹤0.01%
227
429
$22K ﹤0.01%
+880
430
$22K ﹤0.01%
167
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431
$22K ﹤0.01%
+724
432
$21K ﹤0.01%
504
433
$21K ﹤0.01%
400
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135
435
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436
$21K ﹤0.01%
200
437
$21K ﹤0.01%
+2,008
438
$20K ﹤0.01%
1,852
439
$20K ﹤0.01%
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440
$20K ﹤0.01%
+394
441
$20K ﹤0.01%
1,104
442
$19K ﹤0.01%
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$19K ﹤0.01%
680
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$19K ﹤0.01%
272
445
$19K ﹤0.01%
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446
$19K ﹤0.01%
302
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447
$19K ﹤0.01%
1,000
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448
$19K ﹤0.01%
380
449
$19K ﹤0.01%
+303
450
$18K ﹤0.01%
+500
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