Carson Wealth (CWM LLC)

Carson Wealth (CWM LLC) Portfolio holdings

AUM $36.9B
1-Year Est. Return 18.53%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.53%
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%
2,500
+1,000
802
$7K ﹤0.01%
180
-10
803
$7K ﹤0.01%
42
+11
804
$7K ﹤0.01%
281
+1
805
$7K ﹤0.01%
81
-59
806
$7K ﹤0.01%
419
+119
807
$7K ﹤0.01%
300
808
$6K ﹤0.01%
265
809
$6K ﹤0.01%
110
-107
810
$6K ﹤0.01%
+27
811
$6K ﹤0.01%
+100
812
$6K ﹤0.01%
+300
813
$6K ﹤0.01%
167
+122
814
$6K ﹤0.01%
46
+43
815
$6K ﹤0.01%
141
+41
816
$6K ﹤0.01%
425
-100
817
$6K ﹤0.01%
80
818
$6K ﹤0.01%
203
+127
819
$6K ﹤0.01%
+17
820
$6K ﹤0.01%
+58
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