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
$14.2B
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,703
New
Increased
Reduced
Closed

Top Sells

No sells this quarter

Sector Composition

1 Technology 7.26%
2 Healthcare 5.46%
3 Financials 3.63%
4 Consumer Discretionary 2.55%
5 Industrials 2.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2476
$8K ﹤0.01%
+240
2477
$8K ﹤0.01%
+582
2478
$8K ﹤0.01%
+564
2479
$8K ﹤0.01%
+605
2480
$8K ﹤0.01%
+341
2481
$8K ﹤0.01%
+306
2482
$8K ﹤0.01%
+400
2483
$8K ﹤0.01%
+200
2484
$8K ﹤0.01%
+150
2485
$8K ﹤0.01%
+29
2486
$8K ﹤0.01%
+938
2487
$8K ﹤0.01%
+111
2488
$8K ﹤0.01%
+90
2489
$8K ﹤0.01%
+234
2490
$8K ﹤0.01%
+200
2491
$8K ﹤0.01%
+300
2492
$8K ﹤0.01%
+176
2493
$8K ﹤0.01%
+400
2494
$8K ﹤0.01%
+669
2495
$8K ﹤0.01%
+435
2496
$8K ﹤0.01%
+57
2497
$8K ﹤0.01%
+291
2498
$8K ﹤0.01%
+8
2499
$8K ﹤0.01%
+315
2500
$8K ﹤0.01%
+53