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
176
$1.05M 0.06%
44,868
+3,383
177
$1.05M 0.06%
14,519
+14,285
178
$1.02M 0.06%
97,002
+12,642
179
$1.01M 0.06%
5,879
+5,372
180
$998K 0.06%
11,361
-909
181
$976K 0.06%
4
182
$970K 0.06%
19,973
+6,187
183
$945K 0.06%
7,935
-124,813
184
$911K 0.06%
94,151
+417
185
$896K 0.05%
6,739
+4,475
186
$883K 0.05%
33,979
+6,337
187
$882K 0.05%
7,248
+1,854
188
$872K 0.05%
9,763
+1,766
189
$865K 0.05%
10,412
+1,795
190
$837K 0.05%
9,782
+3,138
191
$789K 0.05%
19,645
-51,722
192
$782K 0.05%
9,300
+4,359
193
$769K 0.05%
+16,135
194
$747K 0.05%
15,227
-1,119
195
$709K 0.04%
20,363
+250
196
$703K 0.04%
6,748
+151
197
$688K 0.04%
8,894
+628
198
$687K 0.04%
12,862
-526
199
$626K 0.04%
69,276
-22,578
200
$617K 0.04%
7,478
-673
6 7
8
9 10