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
201
$354K 0.03%
5,812
-480
202
$351K 0.03%
+4,523
203
$339K 0.03%
2,971
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204
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205
$333K 0.03%
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206
$329K 0.03%
16,675
-45,578
207
$312K 0.03%
+5,830
208
$303K 0.03%
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209
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210
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-83
211
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+2,883
212
$270K 0.02%
2,940
213
$269K 0.02%
+5,813
214
$259K 0.02%
4,191
-9,681
215
$258K 0.02%
+2,089
216
$255K 0.02%
2,565
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217
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+1,884
218
$247K 0.02%
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219
$246K 0.02%
+3,572
220
$242K 0.02%
+2,210
221
$239K 0.02%
+1,930
222
$236K 0.02%
2,854
-1,442
223
$235K 0.02%
4,442
-33
224
$232K 0.02%
5,933
+5,796
225
$228K 0.02%
2,885
-22,993
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9
10 11