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
$12.5B
AUM Growth
$0
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,010
New
Increased
Reduced
Closed

Top Buys

1
+$13.8K

Top Sells

1
+$1.31M
2
+$703K
3
+$411K
4
CWI icon
SPDR MSCI ACWI ex-US ETF
CWI
+$48.5K
5
BP icon
BP
BP
+$16.5K

Sector Composition

1 Technology 6.48%
2 Healthcare 5.1%
3 Financials 3.69%
4 Industrials 2.75%
5 Consumer Discretionary 2.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$8.09M 0.06%
203,056
227
$8.08M 0.06%
216,565
228
$8.08M 0.06%
88,552
229
$8M 0.06%
45,500
230
$7.96M 0.06%
175,819
231
$7.95M 0.06%
159,808
232
$7.9M 0.06%
33,275
233
$7.62M 0.06%
102,267
234
$7.61M 0.06%
254,584
235
$7.6M 0.06%
335,896
236
$7.57M 0.06%
60,420
237
$7.56M 0.06%
107,692
238
$7.44M 0.06%
129,846
239
$7.42M 0.06%
63,872
240
$7.35M 0.06%
155,868
241
$7.31M 0.06%
134,757
242
$7.3M 0.06%
133,895
243
$7.29M 0.06%
122,330
244
$7.05M 0.06%
39,492
245
$6.99M 0.06%
207,577
246
$6.98M 0.06%
135,188
247
$6.81M 0.05%
82,196
248
$6.78M 0.05%
60,144
249
$6.71M 0.05%
24,718
250
$6.68M 0.05%
173,240
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