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
451
$18K ﹤0.01%
251
+70
452
$18K ﹤0.01%
134
453
$18K ﹤0.01%
+399
454
$18K ﹤0.01%
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455
$18K ﹤0.01%
767
456
$18K ﹤0.01%
155
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3,250
458
$18K ﹤0.01%
592
459
$17K ﹤0.01%
526
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460
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107
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461
$17K ﹤0.01%
210
462
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+300
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244
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200
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465
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$17K ﹤0.01%
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468
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$16K ﹤0.01%
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470
$16K ﹤0.01%
618
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$16K ﹤0.01%
600
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$16K ﹤0.01%
547
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$16K ﹤0.01%
112
474
$16K ﹤0.01%
58
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475
$15K ﹤0.01%
470
17 18
19
20 21