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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
676
$13K ﹤0.01%
864
-9,200
677
$13K ﹤0.01%
+221
678
$13K ﹤0.01%
310
679
$13K ﹤0.01%
148
680
$13K ﹤0.01%
265
681
$13K ﹤0.01%
271
+219
682
$13K ﹤0.01%
200
683
$13K ﹤0.01%
998
-983,494
684
$13K ﹤0.01%
+200
685
$13K ﹤0.01%
250
686
$13K ﹤0.01%
+505
687
$13K ﹤0.01%
434
688
$13K ﹤0.01%
320
689
$13K ﹤0.01%
600
+401
690
$13K ﹤0.01%
248
+84
691
$13K ﹤0.01%
+134
692
$12K ﹤0.01%
70
+10
693
$12K ﹤0.01%
310
-30
694
$12K ﹤0.01%
200
695
$12K ﹤0.01%
+80
696
$12K ﹤0.01%
383
+73
697
$12K ﹤0.01%
247
-244,971
698
$12K ﹤0.01%
500
699
$12K ﹤0.01%
556
700
$12K ﹤0.01%
200
26 27
28
29 30