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
901
$4K ﹤0.01%
325
902
$4K ﹤0.01%
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903
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904
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+100
905
$3K ﹤0.01%
+264
906
$3K ﹤0.01%
+62
907
$3K ﹤0.01%
+225
908
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150
909
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108
+104
910
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18
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911
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+228
912
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+52
913
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88
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914
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+4
915
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122
916
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+64
917
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27
918
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222
+191
920
$3K ﹤0.01%
+95
921
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185
+99
922
$3K ﹤0.01%
64
+60
923
$3K ﹤0.01%
+109
924
$3K ﹤0.01%
+445
925
$3K ﹤0.01%
25
-39
35 36
37
38 39