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
576
$21K ﹤0.01%
+274
577
$21K ﹤0.01%
26
+6
578
$21K ﹤0.01%
220
+135
579
$21K ﹤0.01%
+1,367
580
$20K ﹤0.01%
934
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581
$20K ﹤0.01%
808
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582
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156
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583
$20K ﹤0.01%
402
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584
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585
$20K ﹤0.01%
418
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586
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133
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587
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700
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381
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220
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500
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597
$18K ﹤0.01%
12
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$18K ﹤0.01%
226
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599
$18K ﹤0.01%
200
600
$18K ﹤0.01%
490
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22 23
24
25 26