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
151
$1.06M 0.09%
+41,838
152
$1.05M 0.09%
21,464
+7,276
153
$1.05M 0.09%
9,568
+3,103
154
$1.04M 0.09%
35,297
+10,943
155
$1.02M 0.09%
29,624
-1,445
156
$1.02M 0.09%
7,223
+2,266
157
$1.01M 0.09%
12,751
-638
158
$1M 0.09%
12,961
+3,870
159
$996K 0.09%
43,879
+16,092
160
$972K 0.09%
30,021
+11,309
161
$955K 0.08%
17,994
-8,695
162
$944K 0.08%
20,679
+18,503
163
$894K 0.08%
16,118
-20,398
164
$874K 0.08%
18,015
+16,359
165
$863K 0.08%
77,776
+3,267
166
$862K 0.08%
67,171
+6,005
167
$848K 0.07%
17,083
-10,323
168
$837K 0.07%
17,964
+8,298
169
$807K 0.07%
29,395
+14,262
170
$780K 0.07%
19,907
-73,860
171
$761K 0.07%
11,225
-15,956
172
$749K 0.07%
581
+37
173
$742K 0.07%
+18,500
174
$741K 0.07%
12,956
-3,786
175
$740K 0.07%
11,156
-47,042
5 6
7
8 9