Carson Wealth (CWM LLC)

Carson Wealth (CWM LLC) Portfolio holdings

AUM $33.2B
1-Year Est. Return 16.13%
This Quarter Est. Return
1 Year Est. Return
+16.13%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.14B
AUM Growth
+$120M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
864
New
Increased
Reduced
Closed

Top Buys

1
+$19.7M
2
+$16.6M
3
+$11.1M
4
USDU icon
WisdomTree Bloomberg US Dollar Bullish Fund
USDU
+$10.5M
5
JNS
Janus Capital Group Inc
JNS
+$9.45M

Top Sells

1
+$11.8M
2
+$8.52M
3
+$8.27M
4
JPM icon
JPMorgan Chase
JPM
+$7.35M
5
SU icon
Suncor Energy
SU
+$7.27M

Sector Composition

1 Technology 16.16%
2 Industrials 11.59%
3 Financials 9.92%
4 Healthcare 9.88%
5 Consumer Discretionary 7.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$4.73M 0.42%
146,136
-12,122
77
$4.71M 0.41%
206,268
+153,489
78
$4.71M 0.41%
242,640
-36,971
79
$4.67M 0.41%
274,690
+29,146
80
$4.63M 0.41%
26,373
-4,181
81
$4.62M 0.41%
179,209
+155,046
82
$4.58M 0.4%
148,700
-1,650
83
$4.57M 0.4%
112,233
-7,941
84
$4.56M 0.4%
157,990
+59,055
85
$4.47M 0.39%
29,365
+18,055
86
$4.46M 0.39%
153,327
-10,536
87
$4.44M 0.39%
112,514
-6,573
88
$4.42M 0.39%
+131,566
89
$4.26M 0.37%
945,931
-181,366
90
$4.24M 0.37%
105,096
+5,833
91
$4.11M 0.36%
39,488
-8,615
92
$4.02M 0.35%
50,321
-4,858
93
$4.01M 0.35%
129,088
+17,506
94
$3.9M 0.34%
62,222
+13,409
95
$3.89M 0.34%
137,673
-5,053
96
$3.88M 0.34%
56,472
-15,484
97
$3.83M 0.34%
93,811
-3,560
98
$3.72M 0.33%
122,507
+13,086
99
$3.67M 0.32%
35,727
-26,803
100
$3.64M 0.32%
327,835
-45,164
2 3
4
5 6