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
$1.14B
AUM Growth
+$120M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
864
New
Increased
Reduced
Closed

Top Buys

1
+$19.7M
2
+$16.6M
3
+$11.1M
4
USDU icon
WisdomTree Bloomberg US Dollar Bullish Fund
USDU
+$10.5M
5
JNS
Janus Capital Group Inc
JNS
+$9.45M

Top Sells

1
+$11.8M
2
+$8.52M
3
+$8.27M
4
JPM icon
JPMorgan Chase
JPM
+$7.35M
5
SU icon
Suncor Energy
SU
+$7.27M

Sector Composition

1 Technology 16.16%
2 Industrials 11.59%
3 Financials 9.92%
4 Healthcare 9.88%
5 Consumer Discretionary 7.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$2.38M 0.21%
29,986
-5,823
127
$2.35M 0.21%
50,901
-2,052
128
$2.32M 0.2%
52,834
+44,976
129
$2.3M 0.2%
138,834
+138,684
130
$2.27M 0.2%
20,575
+17,811
131
$2.17M 0.19%
65,231
+4,207
132
$2.16M 0.19%
29,538
+26,533
133
$1.97M 0.17%
+38,409
134
$1.91M 0.17%
32,390
+20,200
135
$1.9M 0.17%
+80,210
136
$1.79M 0.16%
24,681
+8,571
137
$1.77M 0.16%
30,900
+30,785
138
$1.74M 0.15%
15,183
+13,329
139
$1.62M 0.14%
28,802
+23,828
140
$1.51M 0.13%
+58,064
141
$1.48M 0.13%
21,730
-9,270
142
$1.48M 0.13%
42,180
-25,191
143
$1.44M 0.13%
31,221
-20,811
144
$1.37M 0.12%
11,291
+1,890
145
$1.36M 0.12%
+96,075
146
$1.34M 0.12%
42,726
+14,432
147
$1.31M 0.12%
136,680
-11,909
148
$1.25M 0.11%
6,103
-16,004
149
$1.23M 0.11%
22,426
+21,769
150
$1.13M 0.1%
73,316
+4,226
4 5
6
7 8