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
951
$3K ﹤0.01%
500
952
$3K ﹤0.01%
+156
953
$3K ﹤0.01%
130
954
$3K ﹤0.01%
102
-28
955
$3K ﹤0.01%
100
956
$3K ﹤0.01%
500
957
$3K ﹤0.01%
82
958
$2K ﹤0.01%
+12
959
$2K ﹤0.01%
20
-67
960
$2K ﹤0.01%
+178
961
$2K ﹤0.01%
95
962
$2K ﹤0.01%
57
+53
963
$2K ﹤0.01%
+70
964
$2K ﹤0.01%
600
965
$2K ﹤0.01%
100
-50
966
$2K ﹤0.01%
+136
967
$2K ﹤0.01%
150
-340
968
$2K ﹤0.01%
+150
969
$2K ﹤0.01%
86
970
$2K ﹤0.01%
21
971
$2K ﹤0.01%
34
-38
972
$2K ﹤0.01%
31
973
$2K ﹤0.01%
+33
974
$2K ﹤0.01%
20
975
$2K ﹤0.01%
40
37 38
39
40 41