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
526
$28K ﹤0.01%
775
-624
527
$28K ﹤0.01%
200
528
$28K ﹤0.01%
1,050
-577
529
$28K ﹤0.01%
1,440
+972
530
$27K ﹤0.01%
+501
531
$27K ﹤0.01%
559
532
$27K ﹤0.01%
96
+48
533
$27K ﹤0.01%
2,400
534
$27K ﹤0.01%
139
535
$27K ﹤0.01%
434
-1,107
536
$27K ﹤0.01%
533
+73
537
$27K ﹤0.01%
248
-76
538
$26K ﹤0.01%
1,100
539
$26K ﹤0.01%
611
+556
540
$26K ﹤0.01%
300
541
$26K ﹤0.01%
1,141
-514,729
542
$26K ﹤0.01%
890
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543
$25K ﹤0.01%
100
544
$25K ﹤0.01%
360
545
$25K ﹤0.01%
1,073
+306
546
$25K ﹤0.01%
450
547
$24K ﹤0.01%
+401
548
$24K ﹤0.01%
+20
549
$24K ﹤0.01%
400
-230
550
$24K ﹤0.01%
543
20 21
22
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