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
$1.63B
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
76
$5.66M 0.35%
+126,684
77
$5.55M 0.34%
77,977
+76,891
78
$5.5M 0.34%
178,864
-21,653
79
$5.48M 0.34%
46,767
-6,051
80
$5.45M 0.33%
203,851
-73,936
81
$5.37M 0.33%
91,965
+10,742
82
$5.34M 0.33%
35,255
-264
83
$5.32M 0.33%
146,716
+4,178
84
$5.32M 0.33%
+100,973
85
$5.26M 0.32%
196,136
-9,309
86
$5.26M 0.32%
65,906
-24,175
87
$5.2M 0.32%
+158,107
88
$5.15M 0.32%
144,030
+40,060
89
$5.12M 0.31%
48,635
-6,029
90
$4.82M 0.3%
116,536
-6,420
91
$4.78M 0.29%
42,260
+7,919
92
$4.77M 0.29%
41,315
-15,848
93
$4.59M 0.28%
122,610
-271
94
$4.52M 0.28%
92,557
-12,939
95
$4.43M 0.27%
296,110
-14,430
96
$4.4M 0.27%
64,052
-2,520
97
$4.39M 0.27%
71,040
+913
98
$4.27M 0.26%
73,732
-8,386
99
$4.25M 0.26%
209,925
-11,411
100
$4.05M 0.25%
53,455
-11,655
2 3
4
5 6