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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
926
$3K ﹤0.01%
+112
927
$3K ﹤0.01%
+245
928
$3K ﹤0.01%
+300
929
$3K ﹤0.01%
75
930
$3K ﹤0.01%
+140
931
$3K ﹤0.01%
+50
932
$3K ﹤0.01%
570
933
$3K ﹤0.01%
301
934
$3K ﹤0.01%
235
+186
935
$3K ﹤0.01%
500
936
$3K ﹤0.01%
+156
937
$3K ﹤0.01%
130
938
$3K ﹤0.01%
+64
939
$3K ﹤0.01%
27
940
$3K ﹤0.01%
+60
941
$3K ﹤0.01%
+204
942
$3K ﹤0.01%
+140
943
$3K ﹤0.01%
330
+2
944
$3K ﹤0.01%
+32
945
$3K ﹤0.01%
40
946
$3K ﹤0.01%
108
+104
947
$3K ﹤0.01%
18
+13
948
$3K ﹤0.01%
+24
949
$3K ﹤0.01%
135
+131
950
$3K ﹤0.01%
277
+85
36 37
38
39 40