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
176
$740K 0.07%
17,843
+7,944
177
$662K 0.06%
13,516
-2,549
178
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12,751
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3
180
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7,334
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181
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33,275
+17,670
182
$561K 0.05%
+30,318
183
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16,593
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184
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8,414
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185
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186
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15,340
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187
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4,255
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188
$469K 0.04%
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189
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24,290
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190
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5,709
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195
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20,917
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196
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12,480
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197
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11,000
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198
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3,050
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199
$393K 0.03%
2,714
-81,594
200
$375K 0.03%
4,610
+2,956
6 7
8
9 10