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
$1.14B
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 15.28%
2 Industrials 12.48%
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
476
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+140
477
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+220
478
$15K ﹤0.01%
190
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479
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480
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482
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483
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484
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200
485
$14K ﹤0.01%
537
-2,501
486
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600
487
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750
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$14K ﹤0.01%
465
489
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490
$13K ﹤0.01%
600
491
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510
492
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495
$12K ﹤0.01%
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496
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302
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498
$12K ﹤0.01%
148
499
$12K ﹤0.01%
425
500
$12K ﹤0.01%
900
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