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
101
$4.05M 0.25%
90,954
-5,844
102
$4.03M 0.25%
39,704
+23,151
103
$3.91M 0.24%
236,767
-11,037
104
$3.9M 0.24%
98,360
+20,480
105
$3.76M 0.23%
123,464
+70,928
106
$3.75M 0.23%
78,024
+2,562
107
$3.74M 0.23%
32,641
-1,644
108
$3.67M 0.22%
517,017
+214,715
109
$3.51M 0.22%
68,107
-30,514
110
$3.51M 0.22%
60,051
-21,378
111
$3.49M 0.21%
67,115
+1,593
112
$3.46M 0.21%
52,128
-2,505
113
$3.42M 0.21%
20,983
+1,441
114
$3.28M 0.2%
156,837
-7,595
115
$3.21M 0.2%
68,335
+1,182
116
$3.21M 0.2%
117,543
+117,165
117
$3.11M 0.19%
102,847
+24,801
118
$3.07M 0.19%
637,668
+66,011
119
$3.02M 0.18%
36,658
-1,239
120
$3M 0.18%
53,837
-3,953
121
$2.86M 0.18%
42,901
-2,630
122
$2.82M 0.17%
12,143
+11,060
123
$2.82M 0.17%
116,147
-7,464
124
$2.75M 0.17%
86,644
-695
125
$2.65M 0.16%
149,601
+14,697
3 4
5
6 7