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
426
$58K ﹤0.01%
979
+306
427
$57K ﹤0.01%
910
428
$57K ﹤0.01%
723
429
$56K ﹤0.01%
1,740
+85
430
$56K ﹤0.01%
725
+193
431
$56K ﹤0.01%
1,794
+285
432
$56K ﹤0.01%
+2,012
433
$56K ﹤0.01%
2,000
434
$56K ﹤0.01%
1,185
+1,045
435
$56K ﹤0.01%
710
+49
436
$55K ﹤0.01%
+4,071
437
$55K ﹤0.01%
+2,810
438
$54K ﹤0.01%
1,077
439
$54K ﹤0.01%
1,094
440
$54K ﹤0.01%
464
-11
441
$54K ﹤0.01%
810
+260
442
$53K ﹤0.01%
1,776
-20
443
$53K ﹤0.01%
+850
444
$52K ﹤0.01%
1,022
-1,609
445
$51K ﹤0.01%
2,600
446
$50K ﹤0.01%
583
-695
447
$50K ﹤0.01%
800
448
$49K ﹤0.01%
651
-258,732
449
$49K ﹤0.01%
653
+183
450
$49K ﹤0.01%
+975
16 17
18
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