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
826
$6K ﹤0.01%
300
-520
827
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83
+4
828
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300
829
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300
830
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438
+138
831
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524
-6
832
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+65
833
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+200
834
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835
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836
$5K ﹤0.01%
+300
837
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+37
838
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+350
839
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116
840
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160
-10
841
$5K ﹤0.01%
1,000
842
$5K ﹤0.01%
501
843
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+6
844
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845
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64
846
$5K ﹤0.01%
28
847
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110
848
$5K ﹤0.01%
40
+15
849
$5K ﹤0.01%
223
+209
850
$5K ﹤0.01%
87
+79
32 33
34
35 36