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
$1.14B
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 16.16%
2 Industrials 11.59%
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
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652
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30
653
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+87
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655
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128
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40
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661
$3K ﹤0.01%
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662
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80
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$3K ﹤0.01%
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664
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82
665
$3K ﹤0.01%
400
666
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100
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$3K ﹤0.01%
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668
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669
$3K ﹤0.01%
+500
670
$2K ﹤0.01%
31
671
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+146
672
$2K ﹤0.01%
31
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$2K ﹤0.01%
+45
674
$2K ﹤0.01%
71
675
$2K ﹤0.01%
128
25 26
27
28 29