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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
551
$24K ﹤0.01%
400
-230
552
$24K ﹤0.01%
+20
553
$24K ﹤0.01%
+401
554
$23K ﹤0.01%
575
-908
555
$23K ﹤0.01%
+20
556
$23K ﹤0.01%
355
+240
557
$23K ﹤0.01%
278
-145
558
$23K ﹤0.01%
1,732
-1,053
559
$23K ﹤0.01%
1,757
-600
560
$23K ﹤0.01%
+663
561
$23K ﹤0.01%
+592
562
$23K ﹤0.01%
400
563
$23K ﹤0.01%
447
+108
564
$23K ﹤0.01%
227
-161
565
$23K ﹤0.01%
300
-3,274
566
$22K ﹤0.01%
472
+349
567
$22K ﹤0.01%
609
+487
568
$22K ﹤0.01%
765
569
$22K ﹤0.01%
550
570
$22K ﹤0.01%
+1,210
571
$22K ﹤0.01%
300
572
$22K ﹤0.01%
400
573
$21K ﹤0.01%
26
+6
574
$21K ﹤0.01%
220
+135
575
$21K ﹤0.01%
+1,367
21 22
23
24 25