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
51
$8.43M 0.52%
169,266
-133,386
52
$8.36M 0.51%
166,501
-23,999
53
$8.26M 0.51%
315,694
+305,154
54
$8.25M 0.51%
494,771
+49,510
55
$8.19M 0.5%
+161,528
56
$8.14M 0.5%
270,648
+269,872
57
$7.93M 0.49%
131,490
+128,476
58
$7.61M 0.47%
246,971
-57,048
59
$7.56M 0.46%
141,552
-3,284
60
$7.5M 0.46%
300,999
+102,442
61
$7.32M 0.45%
109,084
62
$7.28M 0.45%
49,802
-6,169
63
$7.17M 0.44%
62,139
-8,223
64
$6.98M 0.43%
372,622
+102,018
65
$6.94M 0.43%
180,605
-16,489
66
$6.66M 0.41%
41,640
-4,232
67
$6.31M 0.39%
57,581
-38,185
68
$6.18M 0.38%
71,636
+9,269
69
$5.97M 0.37%
124,457
+65,433
70
$5.92M 0.36%
358,681
-139,337
71
$5.8M 0.36%
50,137
-6,680
72
$5.77M 0.35%
88,500
-57,863
73
$5.75M 0.35%
404,239
-296,954
74
$5.72M 0.35%
84,573
-1,159
75
$5.7M 0.35%
73,459
+2,000
1 2
3
4 5