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
676
$13K ﹤0.01%
+200
677
$13K ﹤0.01%
250
678
$13K ﹤0.01%
+505
679
$13K ﹤0.01%
434
680
$13K ﹤0.01%
320
681
$13K ﹤0.01%
600
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682
$13K ﹤0.01%
248
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683
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+134
684
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148
685
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265
686
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108
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687
$13K ﹤0.01%
+221
688
$13K ﹤0.01%
310
689
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271
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$13K ﹤0.01%
200
691
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$12K ﹤0.01%
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$12K ﹤0.01%
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$12K ﹤0.01%
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247
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697
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500
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$12K ﹤0.01%
556
699
$12K ﹤0.01%
200
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$12K ﹤0.01%
134
+34
26 27
28
29 30