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Carson Wealth (CWM LLC)

Carson Wealth (CWM LLC) Portfolio holdings

AUM $38B
1-Year Est. Return 19.67%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.67%
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
526
$28K ﹤0.01%
1,050
-577
527
$28K ﹤0.01%
1,440
+972
528
$28K ﹤0.01%
200
529
$28K ﹤0.01%
775
-624
530
$27K ﹤0.01%
139
531
$27K ﹤0.01%
434
-1,107
532
$27K ﹤0.01%
533
+73
533
$27K ﹤0.01%
248
-76
534
$27K ﹤0.01%
559
535
$27K ﹤0.01%
+501
536
$27K ﹤0.01%
96
+48
537
$27K ﹤0.01%
2,400
538
$26K ﹤0.01%
300
539
$26K ﹤0.01%
611
+556
540
$26K ﹤0.01%
1,100
541
$26K ﹤0.01%
890
+190
542
$26K ﹤0.01%
1,141
-514,729
543
$25K ﹤0.01%
450
544
$25K ﹤0.01%
1,073
+306
545
$25K ﹤0.01%
360
546
$25K ﹤0.01%
100
547
$24K ﹤0.01%
1,600
548
$24K ﹤0.01%
470
-34
549
$24K ﹤0.01%
318
+118
550
$24K ﹤0.01%
543
20 21
22
23 24