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
201
$611K 0.04%
30,700
-5
202
$609K 0.04%
23,029
+1,446
203
$607K 0.04%
26,087
+4,962
204
$601K 0.04%
15,580
+1,460
205
$592K 0.04%
28,940
+1,778
206
$558K 0.03%
11,532
+6,233
207
$548K 0.03%
10,875
+168
208
$541K 0.03%
6,346
+1,005
209
$524K 0.03%
101,052
-43,649
210
$501K 0.03%
13,459
+543
211
$495K 0.03%
6,584
+84
212
$487K 0.03%
+24,500
213
$484K 0.03%
9,742
+4,591
214
$482K 0.03%
8,367
-3,833
215
$477K 0.03%
4,256
-2,783
216
$475K 0.03%
30,471
-13,966
217
$452K 0.03%
3,508
-1,866
218
$445K 0.03%
4,865
+2,878
219
$443K 0.03%
12,822
+8,344
220
$422K 0.03%
14,950
+1,077
221
$399K 0.02%
8,283
+2,997
222
$385K 0.02%
5,314
+2,126
223
$378K 0.02%
12,307
-47,943
224
$376K 0.02%
17,019
+3,709
225
$366K 0.02%
3,898
-125
7 8
9
10 11