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
601
$18K ﹤0.01%
2,000
602
$18K ﹤0.01%
773
603
$18K ﹤0.01%
200
604
$18K ﹤0.01%
+6,760
605
$18K ﹤0.01%
196
-1,235
606
$18K ﹤0.01%
356
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607
$18K ﹤0.01%
400
608
$18K ﹤0.01%
+403
609
$18K ﹤0.01%
374
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610
$18K ﹤0.01%
89
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611
$17K ﹤0.01%
271
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612
$17K ﹤0.01%
94
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613
$17K ﹤0.01%
1,006
614
$17K ﹤0.01%
344
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615
$17K ﹤0.01%
+478
616
$17K ﹤0.01%
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617
$17K ﹤0.01%
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$17K ﹤0.01%
41
619
$17K ﹤0.01%
202
620
$17K ﹤0.01%
178
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$17K ﹤0.01%
237
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$17K ﹤0.01%
+301
623
$17K ﹤0.01%
610
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624
$16K ﹤0.01%
840
-50
625
$16K ﹤0.01%
181
+68
23 24
25
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