We are live on ! Find out more
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
1201
– –
-618
1202
– –
-89
1203
$0 ﹤0.01%
10
1204
– –
-40
1205
– –
-404
1206
– –
-1,518
1207
– –
-18
1208
$0 ﹤0.01%
2
-125
1209
$0 ﹤0.01%
4
1210
– –
-5
1211
– –
-357
1212
– –
-100
1213
– –
-331
1214
– –
-1,000
1215
– –
-142
1216
– –
-47
1217
– –
-260
1218
– –
-90,310
1219
$0 ﹤0.01%
7
1220
– –
-142
1221
– –
-280
1222
– –
-20
1223
$0 ﹤0.01%
2
1224
– –
-74
1225
– –
-80
47 48
49
50 51