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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
801
$7K ﹤0.01%
81
-59
802
$7K ﹤0.01%
419
+119
803
$7K ﹤0.01%
80
804
$7K ﹤0.01%
224
805
$7K ﹤0.01%
170
806
$7K ﹤0.01%
90
807
$7K ﹤0.01%
300
808
$6K ﹤0.01%
+100
809
$6K ﹤0.01%
46
+43
810
$6K ﹤0.01%
141
+41
811
$6K ﹤0.01%
425
-100
812
$6K ﹤0.01%
80
813
$6K ﹤0.01%
+27
814
$6K ﹤0.01%
+58
815
$6K ﹤0.01%
100
816
$6K ﹤0.01%
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817
$6K ﹤0.01%
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818
$6K ﹤0.01%
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819
$6K ﹤0.01%
300
-520
820
$6K ﹤0.01%
83
+4
821
$6K ﹤0.01%
300
822
$6K ﹤0.01%
300
823
$6K ﹤0.01%
438
+138
824
$6K ﹤0.01%
+136
825
$6K ﹤0.01%
162
31 32
33
34 35