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
626
$16K ﹤0.01%
300
627
$16K ﹤0.01%
+532
628
$16K ﹤0.01%
266
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629
$16K ﹤0.01%
129
630
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220
-10
631
$16K ﹤0.01%
560
632
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+500
633
$16K ﹤0.01%
272
634
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418
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635
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636
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432
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638
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639
$16K ﹤0.01%
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640
$16K ﹤0.01%
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642
$16K ﹤0.01%
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$16K ﹤0.01%
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$15K ﹤0.01%
280
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646
$15K ﹤0.01%
368
647
$15K ﹤0.01%
+1,089
648
$15K ﹤0.01%
160
649
$15K ﹤0.01%
+178
650
$15K ﹤0.01%
839
+406
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