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
$1.03B
AUM Growth
+$47.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
203
New
Increased
Reduced
Closed

Top Buys

1
+$12.1M
2
+$8.1M
3
+$7.92M
4
CMI icon
Cummins
CMI
+$6.84M
5
XRX icon
Xerox
XRX
+$6.59M

Top Sells

1
+$9.62M
2
+$8.56M
3
+$7.77M
4
PCP
PRECISION CASTPARTS CORP
PCP
+$7.76M
5
GG
Goldcorp Inc
GG
+$7.03M

Sector Composition

1 Technology 18.41%
2 Industrials 18.4%
3 Healthcare 13.72%
4 Financials 9.23%
5 Consumer Discretionary 8.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$7.92M 0.76%
+81,571
52
$7.75M 0.74%
125,421
+19,640
53
$7.68M 0.74%
118,748
+19,011
54
$7.41M 0.71%
109,856
+13,217
55
$7.4M 0.71%
408,788
+65,138
56
$7.36M 0.71%
93,911
+5,887
57
$7.35M 0.71%
109,477
+16,568
58
$7.31M 0.7%
68,343
+4,967
59
$7.2M 0.69%
782,870
+92,445
60
$7.12M 0.68%
181,379
+44,122
61
$6.89M 0.66%
82,810
+7,888
62
$6.84M 0.66%
+52,105
63
$6.65M 0.64%
254,967
+25,999
64
$6.62M 0.64%
185,104
+16,432
65
$6.59M 0.63%
+235,161
66
$6.29M 0.6%
70,667
+3,817
67
$6.15M 0.59%
103,410
+15,854
68
$6.01M 0.58%
176,849
+35,588
69
$5.98M 0.57%
77,004
+10,859
70
$5.88M 0.56%
125,484
+17,570
71
$5.87M 0.56%
63,100
+9,192
72
$5.85M 0.56%
111,940
+16,923
73
$5.8M 0.56%
186,519
+18,005
74
$5.76M 0.55%
340,678
+36,339
75
$5.74M 0.55%
359,712
+105,746
1 2
3
4 5