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
126
$2.64M 0.16%
22,294
-4,294
127
$2.63M 0.16%
47,400
+2,572
128
$2.59M 0.16%
36,211
+33,117
129
$2.58M 0.16%
25,506
+1,293
130
$2.56M 0.16%
11,434
-8,290
131
$2.54M 0.16%
+46,873
132
$2.54M 0.16%
23,193
+22,356
133
$2.45M 0.15%
53,704
-22,714
134
$2.43M 0.15%
37,512
-1,388
135
$2.41M 0.15%
16,512
-772
136
$2.41M 0.15%
121,396
-1,929
137
$2.36M 0.14%
37,875
+23,396
138
$2.35M 0.14%
57,012
+10,149
139
$2.32M 0.14%
64,061
+652
140
$2.28M 0.14%
67,257
+66,311
141
$2.26M 0.14%
53,965
-24,311
142
$2.26M 0.14%
31,899
-38,291
143
$2.21M 0.14%
63,061
+2,452
144
$2.15M 0.13%
56,593
+3,675
145
$2.15M 0.13%
125,420
-125,421
146
$2.1M 0.13%
162,820
-7,495
147
$2.1M 0.13%
30,415
+19,864
148
$2.07M 0.13%
19,488
-14,132
149
$2.06M 0.13%
95,748
-15,772
150
$2M 0.12%
17,386
+1,111
4 5
6
7 8