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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
1101
– –
-500
1102
– –
-70
1103
– –
-1,000
1104
– –
-60
1105
– –
-1,280
1106
– –
-31
1107
– –
-2,922
1108
– –
-10
1109
$0 ﹤0.01%
5
1110
– –
-125
1111
– –
-404
1112
– –
-600
1113
– –
-725
1114
$0 ﹤0.01%
+1
1115
– –
-150
1116
$0 ﹤0.01%
+13
1117
– –
-130
1118
$0 ﹤0.01%
33
1119
– –
-825
1120
– –
0
1121
– –
-827
1122
– –
-557
1123
– –
-130
1124
– –
-88
1125
– –
-100
43 44
45
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