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
1076
$1K ﹤0.01%
+4
1077
$1K ﹤0.01%
+27
1078
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+9
1079
– –
0
1080
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+42
1081
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1082
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60
1083
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6
1084
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4
+3
1085
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15
+1
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+136
1087
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17
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1089
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+45
1090
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+87
1091
$1K ﹤0.01%
250
1092
$0 ﹤0.01%
78
1093
$0 ﹤0.01%
2
1094
– –
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1095
$0 ﹤0.01%
64
1096
– –
-60
1097
– –
-1,279
1098
$0 ﹤0.01%
56
1099
$0 ﹤0.01%
122
1100
– –
-4,544
42 43
44
45 46