We are live on ! Find out more
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
576
$21K ﹤0.01%
560
577
$21K ﹤0.01%
196
-128
578
$21K ﹤0.01%
+500
579
$21K ﹤0.01%
+274
580
$20K ﹤0.01%
418
-112,109
581
$20K ﹤0.01%
444
-164
582
$20K ﹤0.01%
402
+82
583
$20K ﹤0.01%
156
+33
584
$20K ﹤0.01%
808
-17
585
$20K ﹤0.01%
934
+170
586
$19K ﹤0.01%
220
587
$19K ﹤0.01%
907
-1,408
588
$19K ﹤0.01%
381
+281
589
$19K ﹤0.01%
+391
590
$19K ﹤0.01%
500
591
$19K ﹤0.01%
+397
592
$19K ﹤0.01%
258
-32
593
$19K ﹤0.01%
133
+49
594
$19K ﹤0.01%
+717
595
$19K ﹤0.01%
700
596
$19K ﹤0.01%
381
-142
597
$18K ﹤0.01%
300
+150
598
$18K ﹤0.01%
89
-94
599
$18K ﹤0.01%
226
+120
600
$18K ﹤0.01%
200
22 23
24
25 26