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
701
$12K ﹤0.01%
+625
702
$12K ﹤0.01%
240
703
$12K ﹤0.01%
70
+10
704
$11K ﹤0.01%
+1,019
705
$11K ﹤0.01%
417
706
$11K ﹤0.01%
600
707
$11K ﹤0.01%
200
708
$11K ﹤0.01%
343
709
$11K ﹤0.01%
3,000
710
$11K ﹤0.01%
107
711
$11K ﹤0.01%
257
-101
712
$11K ﹤0.01%
884
713
$11K ﹤0.01%
255
714
$11K ﹤0.01%
13
-6
715
$11K ﹤0.01%
200
716
$11K ﹤0.01%
+88
717
$11K ﹤0.01%
185
718
$11K ﹤0.01%
+500
719
$11K ﹤0.01%
1,204
720
$11K ﹤0.01%
200
721
$11K ﹤0.01%
300
-50
722
$10K ﹤0.01%
312
+42
723
$10K ﹤0.01%
310
-10
724
$10K ﹤0.01%
1,300
+250
725
$10K ﹤0.01%
170
+46
27 28
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30 31