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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
1226
– –
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1227
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0
1228
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1230
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$0 ﹤0.01%
9
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$0 ﹤0.01%
7
1233
$0 ﹤0.01%
3
1234
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-1,000
1235
– –
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1236
$0 ﹤0.01%
4
1237
$0 ﹤0.01%
+10
1238
$0 ﹤0.01%
6
1239
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$0 ﹤0.01%
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1242
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1243
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-2,315
1245
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1246
$0 ﹤0.01%
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1247
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2
1249
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$0 ﹤0.01%
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