Carson Wealth (CWM LLC)

Carson Wealth (CWM LLC) Portfolio holdings

AUM $36.9B
1-Year Est. Return 18.53%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.53%
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%
+60
1027
$2K ﹤0.01%
+60
1028
$2K ﹤0.01%
+123
1029
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+26
1030
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+24
1031
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500
1032
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+23
1033
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30
1034
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+15
1035
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92
-445
1036
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+26
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12
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+21
1039
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+15
1040
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14
1041
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10
-160
1042
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+18
1043
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+257
1045
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17
1046
$1K ﹤0.01%
300
-200
1047
$1K ﹤0.01%
+9
1048
– –
0
1049
$1K ﹤0.01%
+42
1050
$1K ﹤0.01%
+31
40 41
42
43 44