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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
626
$16K ﹤0.01%
+145
627
$16K ﹤0.01%
432
+222
628
$16K ﹤0.01%
+1,000
629
$16K ﹤0.01%
1,000
-245
630
$16K ﹤0.01%
1,000
631
$16K ﹤0.01%
+116
632
$16K ﹤0.01%
1,200
633
$16K ﹤0.01%
266
+170
634
$16K ﹤0.01%
129
635
$16K ﹤0.01%
220
-10
636
$16K ﹤0.01%
560
637
$16K ﹤0.01%
+500
638
$16K ﹤0.01%
276
639
$16K ﹤0.01%
411
-445
640
$16K ﹤0.01%
840
-50
641
$16K ﹤0.01%
181
+68
642
$16K ﹤0.01%
300
643
$16K ﹤0.01%
+532
644
$15K ﹤0.01%
135
+101
645
$15K ﹤0.01%
280
646
$15K ﹤0.01%
946
647
$15K ﹤0.01%
368
648
$15K ﹤0.01%
+1,089
649
$15K ﹤0.01%
160
650
$15K ﹤0.01%
+178
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