Carson Wealth (CWM LLC)

Carson Wealth (CWM LLC) Portfolio holdings

AUM $36.9B
1-Year Est. Return 18.53%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.53%
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
+$33.6M
2
+$29.2M
3
+$24.3M
4
FDX icon
FedEx
FDX
+$23.8M
5
TGT icon
Target
TGT
+$23.5M

Top Sells

1
+$19.7M
2
+$15.7M
3
+$15.6M
4
JNS
Janus Capital Group Inc
JNS
+$13.5M
5
XRX icon
Xerox
XRX
+$12.8M

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
451
$48K ﹤0.01%
431
+98
452
$48K ﹤0.01%
915
-258
453
$48K ﹤0.01%
500
454
$48K ﹤0.01%
392
-2,325
455
$48K ﹤0.01%
799
+579
456
$47K ﹤0.01%
600
457
$47K ﹤0.01%
1,238
+222
458
$46K ﹤0.01%
415
+382
459
$45K ﹤0.01%
588
460
$45K ﹤0.01%
428
+328
461
$44K ﹤0.01%
1,275
-315
462
$44K ﹤0.01%
340
-18
463
$44K ﹤0.01%
923
-220
464
$44K ﹤0.01%
+4,852
465
$44K ﹤0.01%
1,240
+270
466
$44K ﹤0.01%
650
-140
467
$43K ﹤0.01%
+652
468
$43K ﹤0.01%
1,237
+12
469
$43K ﹤0.01%
1,109
+387
470
$43K ﹤0.01%
3,015
+15
471
$43K ﹤0.01%
765
+253
472
$42K ﹤0.01%
579
+69
473
$42K ﹤0.01%
581
474
$42K ﹤0.01%
6,048
475
$42K ﹤0.01%
202
+95
17 18
19
20 21