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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
851
$5K ﹤0.01%
92
-156
852
$5K ﹤0.01%
27
+19
853
$5K ﹤0.01%
+69
854
$5K ﹤0.01%
+141
855
$5K ﹤0.01%
+350
856
$5K ﹤0.01%
300
+6
857
$5K ﹤0.01%
246
858
$5K ﹤0.01%
64
859
$5K ﹤0.01%
28
860
$5K ﹤0.01%
110
861
$5K ﹤0.01%
40
+15
862
$5K ﹤0.01%
223
+209
863
$5K ﹤0.01%
87
+79
864
$5K ﹤0.01%
85
865
$5K ﹤0.01%
300
866
$5K ﹤0.01%
+250
867
$4K ﹤0.01%
56
-20
868
$4K ﹤0.01%
50
869
$4K ﹤0.01%
+63
870
$4K ﹤0.01%
+121
871
$4K ﹤0.01%
+78
872
$4K ﹤0.01%
+72
873
$4K ﹤0.01%
+312
874
$4K ﹤0.01%
+273
875
$4K ﹤0.01%
289
33 34
35
36 37