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
1026
$2K ﹤0.01%
+60
1027
$2K ﹤0.01%
+60
1028
$2K ﹤0.01%
+123
1029
$1K ﹤0.01%
10
-160
1030
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+18
1031
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+49
1032
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+257
1033
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17
1034
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20
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5
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1036
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+24
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500
1039
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+23
1040
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30
1041
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+15
1042
$1K ﹤0.01%
92
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1043
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+30
1044
$1K ﹤0.01%
+26
1045
$1K ﹤0.01%
300
-200
1046
$1K ﹤0.01%
69
-731
1047
$1K ﹤0.01%
+100
1048
$1K ﹤0.01%
200
-600
1049
$1K ﹤0.01%
9
-61
1050
$1K ﹤0.01%
26
40 41
42
43 44