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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
1001
$2K ﹤0.01%
+51
1002
$2K ﹤0.01%
66
-28,400
1003
$2K ﹤0.01%
+100
1004
$2K ﹤0.01%
+178
1005
$2K ﹤0.01%
95
1006
$2K ﹤0.01%
57
+53
1007
$2K ﹤0.01%
+71
1008
$2K ﹤0.01%
600
1009
$2K ﹤0.01%
100
-50
1010
$2K ﹤0.01%
+136
1011
$2K ﹤0.01%
150
-340
1012
$2K ﹤0.01%
+147
1013
$2K ﹤0.01%
48
-37
1014
– –
0
1015
$2K ﹤0.01%
+36
1016
$2K ﹤0.01%
+75
1017
$2K ﹤0.01%
+90
1018
$2K ﹤0.01%
72
+69
1019
$2K ﹤0.01%
229
+7
1020
$2K ﹤0.01%
+100
1021
$2K ﹤0.01%
+122
1022
$2K ﹤0.01%
22
1023
$2K ﹤0.01%
+70
1024
$2K ﹤0.01%
+18
1025
$2K ﹤0.01%
400
39 40
41
42 43