Carson Wealth (CWM LLC)

Carson Wealth (CWM LLC) Portfolio holdings

AUM $36.9B
1-Year Est. Return 18.53%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.53%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.14B
AUM Growth
+$120M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
864
New
Increased
Reduced
Closed

Top Buys

1
+$19.7M
2
+$16.6M
3
+$11.1M
4
USDU icon
WisdomTree Bloomberg US Dollar Bullish Fund
USDU
+$10.5M
5
JNS
Janus Capital Group Inc
JNS
+$9.45M

Top Sells

1
+$11.8M
2
+$8.52M
3
+$8.27M
4
JPM icon
JPMorgan Chase
JPM
+$7.35M
5
SU icon
Suncor Energy
SU
+$7.27M

Sector Composition

1 Technology 15.28%
2 Industrials 12.48%
3 Financials 9.92%
4 Healthcare 9.88%
5 Consumer Discretionary 7.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
651
$3K ﹤0.01%
90
-19
652
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+87
653
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50
-500
654
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+113
655
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128
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27
658
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40
659
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183
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660
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+1,290
661
$3K ﹤0.01%
80
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662
$3K ﹤0.01%
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663
$3K ﹤0.01%
82
664
$3K ﹤0.01%
400
665
$3K ﹤0.01%
100
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666
$3K ﹤0.01%
72
667
$3K ﹤0.01%
60
668
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669
$3K ﹤0.01%
30
670
$2K ﹤0.01%
31
671
$2K ﹤0.01%
+146
672
$2K ﹤0.01%
31
+21
673
$2K ﹤0.01%
+45
674
$2K ﹤0.01%
128
675
$2K ﹤0.01%
+192
25 26
27
28 29