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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
1076
$1K ﹤0.01%
109
+108
1077
$1K ﹤0.01%
106
1078
$1K ﹤0.01%
64
1079
$1K ﹤0.01%
15
+1
1080
$1K ﹤0.01%
+136
1081
$1K ﹤0.01%
+68
1082
$1K ﹤0.01%
17
+16
1083
$1K ﹤0.01%
14
1084
$1K ﹤0.01%
+87
1085
$1K ﹤0.01%
250
1086
$1K ﹤0.01%
+9
1087
$1K ﹤0.01%
+30
1088
$1K ﹤0.01%
+10
1089
$1K ﹤0.01%
+18
1090
$1K ﹤0.01%
+49
1091
$1K ﹤0.01%
+257
1092
– –
-10
1093
– –
-290
1094
– –
-190
1095
– –
-119,924
1096
– –
0
1097
– –
-2,000
1098
$0 ﹤0.01%
2
-2
1099
– –
0
1100
– –
-2
42 43
44
45 46