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
+$34.4M
2
+$30.8M
3
+$24.3M
4
FDX icon
FedEx
FDX
+$24.2M
5
TGT icon
Target
TGT
+$23.5M

Top Sells

1
+$19.5M
2
+$15.3M
3
+$14.9M
4
JNS
Janus Capital Group Inc
JNS
+$12.8M
5
FWRD icon
Forward Air
FWRD
+$11.9M

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
926
$3K ﹤0.01%
+60
927
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76
928
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+35
929
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+112
930
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+245
931
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+300
932
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75
933
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+204
934
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+140
935
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+50
936
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570
937
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938
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+140
939
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330
+2
940
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+32
941
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40
942
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108
+104
943
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18
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+24
945
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135
+131
946
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277
+85
947
$3K ﹤0.01%
+115
948
$3K ﹤0.01%
154
-299
949
$3K ﹤0.01%
82
-450
950
$3K ﹤0.01%
235
+186
36 37
38
39 40