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
$1.03B
AUM Growth
+$47.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
203
New
Increased
Reduced
Closed

Top Buys

1
+$12.1M
2
+$8.1M
3
+$7.92M
4
CMI icon
Cummins
CMI
+$6.84M
5
XRX icon
Xerox
XRX
+$6.59M

Top Sells

1
+$9.62M
2
+$8.56M
3
+$7.77M
4
PCP
PRECISION CASTPARTS CORP
PCP
+$7.76M
5
GG
Goldcorp Inc
GG
+$7.03M

Sector Composition

1 Technology 18.41%
2 Industrials 18.4%
3 Healthcare 13.72%
4 Financials 9.23%
5 Consumer Discretionary 8.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$330K 0.03%
41,561
152
$328K 0.03%
2,800
153
$322K 0.03%
4,125
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154
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155
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156
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3,550
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157
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158
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159
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160
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165
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166
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172
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1,695
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173
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+16,005
174
$225K 0.02%
5,693
-30
175
$220K 0.02%
2,394
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