We are live on ! Find out more
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
976
$2K ﹤0.01%
+58
977
$2K ﹤0.01%
+12
978
$2K ﹤0.01%
20
-67
979
$2K ﹤0.01%
30
980
$2K ﹤0.01%
+100
981
$2K ﹤0.01%
14
-3
982
$2K ﹤0.01%
22
+5
983
$2K ﹤0.01%
83
+69
984
$2K ﹤0.01%
27
+14
985
$2K ﹤0.01%
192
986
$2K ﹤0.01%
+119
987
$2K ﹤0.01%
+216
988
$2K ﹤0.01%
+33
989
$2K ﹤0.01%
200
-350
990
$2K ﹤0.01%
+152
991
$2K ﹤0.01%
104
992
$2K ﹤0.01%
173
-420
993
$2K ﹤0.01%
50
994
$2K ﹤0.01%
26
995
$2K ﹤0.01%
40
996
$2K ﹤0.01%
16
+14
997
$2K ﹤0.01%
76
-24
998
$2K ﹤0.01%
+116
999
$2K ﹤0.01%
26
+25
1000
$2K ﹤0.01%
+80
38 39
40
41 42