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
151
$1.99M 0.12%
93,191
-29,115
152
$1.97M 0.12%
133,946
-42,683
153
$1.97M 0.12%
61,444
+9,180
154
$1.96M 0.12%
120,490
-5,831
155
$1.96M 0.12%
81,035
+2,500
156
$1.9M 0.12%
23,280
+18,124
157
$1.84M 0.11%
345,298
-560,110
158
$1.74M 0.11%
37,572
-1,418
159
$1.66M 0.1%
44,200
+22,060
160
$1.6M 0.1%
21,196
+16,236
161
$1.5M 0.09%
43,612
+2,993
162
$1.39M 0.09%
25,725
+561
163
$1.35M 0.08%
29,672
+817
164
$1.35M 0.08%
49,902
165
$1.31M 0.08%
18,816
+1,258
166
$1.31M 0.08%
33,677
+1,702
167
$1.28M 0.08%
49,737
+26,420
168
$1.27M 0.08%
19,968
+1,012
169
$1.26M 0.08%
7,009
+401
170
$1.24M 0.08%
61,613
-1,998
171
$1.22M 0.07%
12,082
+561
172
$1.2M 0.07%
74,619
-4,396
173
$1.2M 0.07%
9,084
-856
174
$1.17M 0.07%
22,572
+4,472
175
$1.15M 0.07%
10,021
+6,906
5 6
7
8 9