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
476
$41K ﹤0.01%
+1,820
477
$41K ﹤0.01%
1,854
+810
478
$41K ﹤0.01%
724
479
$40K ﹤0.01%
900
+143
480
$40K ﹤0.01%
922
481
$40K ﹤0.01%
840
482
$40K ﹤0.01%
905
-595
483
$40K ﹤0.01%
370
+37
484
$39K ﹤0.01%
1,415
485
$38K ﹤0.01%
3,674
+1,339
486
$38K ﹤0.01%
319
-216
487
$38K ﹤0.01%
2,859
-371
488
$38K ﹤0.01%
1,000
489
$37K ﹤0.01%
+786
490
$37K ﹤0.01%
157
491
$36K ﹤0.01%
197
492
$36K ﹤0.01%
3,380
+460
493
$35K ﹤0.01%
996
494
$35K ﹤0.01%
274
-522
495
$34K ﹤0.01%
753
+130
496
$34K ﹤0.01%
114
-892
497
$34K ﹤0.01%
200
498
$34K ﹤0.01%
700
499
$34K ﹤0.01%
+813
500
$34K ﹤0.01%
500
-100
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