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
501
$33K ﹤0.01%
940
502
$33K ﹤0.01%
1,190
503
$33K ﹤0.01%
1,300
504
$33K ﹤0.01%
804
505
$33K ﹤0.01%
515
+121
506
$33K ﹤0.01%
297
-986
507
$32K ﹤0.01%
6,490
+490
508
$32K ﹤0.01%
917
-2,417
509
$32K ﹤0.01%
333
510
$31K ﹤0.01%
+2,011
511
$31K ﹤0.01%
+400
512
$31K ﹤0.01%
659
+209
513
$31K ﹤0.01%
253
-523
514
$31K ﹤0.01%
998
515
$31K ﹤0.01%
410
-273
516
$31K ﹤0.01%
992
+803
517
$31K ﹤0.01%
439
518
$30K ﹤0.01%
242
+91
519
$30K ﹤0.01%
1,274
520
$30K ﹤0.01%
1,111
521
$29K ﹤0.01%
695
+103
522
$29K ﹤0.01%
1,000
523
$29K ﹤0.01%
1,088
+228
524
$29K ﹤0.01%
2,787
525
$29K ﹤0.01%
1,074
19 20
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