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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
901
$4K ﹤0.01%
600
902
$4K ﹤0.01%
507
903
$4K ﹤0.01%
+100
904
$4K ﹤0.01%
500
905
$3K ﹤0.01%
+228
906
$3K ﹤0.01%
+52
907
$3K ﹤0.01%
88
-66
908
$3K ﹤0.01%
+4
909
$3K ﹤0.01%
122
910
$3K ﹤0.01%
204
911
$3K ﹤0.01%
222
+191
912
$3K ﹤0.01%
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913
$3K ﹤0.01%
+264
914
$3K ﹤0.01%
+62
915
$3K ﹤0.01%
+225
916
$3K ﹤0.01%
150
917
$3K ﹤0.01%
185
+99
918
$3K ﹤0.01%
64
+60
919
$3K ﹤0.01%
+109
920
$3K ﹤0.01%
+445
921
$3K ﹤0.01%
25
-39
922
$3K ﹤0.01%
80
923
$3K ﹤0.01%
62
924
$3K ﹤0.01%
76
925
$3K ﹤0.01%
+35
35 36
37
38 39