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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
1026
$2K ﹤0.01%
+123
1027
$2K ﹤0.01%
71
1028
$2K ﹤0.01%
100
1029
$1K ﹤0.01%
+24
1030
$1K ﹤0.01%
500
1031
$1K ﹤0.01%
+23
1032
$1K ﹤0.01%
30
1033
$1K ﹤0.01%
+15
1034
$1K ﹤0.01%
92
-445
1035
$1K ﹤0.01%
39
1036
$1K ﹤0.01%
12
1037
$1K ﹤0.01%
+21
1038
$1K ﹤0.01%
+15
1039
$1K ﹤0.01%
+12
1040
$1K ﹤0.01%
+115
1041
$1K ﹤0.01%
+12
1042
$1K ﹤0.01%
+20
1043
$1K ﹤0.01%
+77
1044
$1K ﹤0.01%
36
1045
$1K ﹤0.01%
+4
1046
$1K ﹤0.01%
+27
1047
$1K ﹤0.01%
+9
1048
– –
0
1049
$1K ﹤0.01%
+42
1050
$1K ﹤0.01%
+31
40 41
42
43 44