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
801
$7K ﹤0.01%
87
+47
802
$7K ﹤0.01%
2,500
+1,000
803
$7K ﹤0.01%
180
-10
804
$7K ﹤0.01%
42
+11
805
$7K ﹤0.01%
281
+1
806
$7K ﹤0.01%
81
-59
807
$7K ﹤0.01%
419
+119
808
$6K ﹤0.01%
+100
809
$6K ﹤0.01%
+300
810
$6K ﹤0.01%
167
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811
$6K ﹤0.01%
46
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812
$6K ﹤0.01%
141
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813
$6K ﹤0.01%
425
-100
814
$6K ﹤0.01%
80
815
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203
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$6K ﹤0.01%
+17
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265
818
$6K ﹤0.01%
110
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819
$6K ﹤0.01%
+27
820
$6K ﹤0.01%
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821
$6K ﹤0.01%
100
822
$6K ﹤0.01%
200
823
$6K ﹤0.01%
+139
824
$6K ﹤0.01%
+17
825
$6K ﹤0.01%
221
31 32
33
34 35