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
2501
$8K ﹤0.01%
+167
2502
$8K ﹤0.01%
+228
2503
$8K ﹤0.01%
+940
2504
$8K ﹤0.01%
+165
2505
$8K ﹤0.01%
+168
2506
$8K ﹤0.01%
+260
2507
$8K ﹤0.01%
+49
2508
$8K ﹤0.01%
+245
2509
$8K ﹤0.01%
+1,007
2510
$8K ﹤0.01%
+691
2511
$8K ﹤0.01%
+198
2512
$8K ﹤0.01%
+175
2513
$7K ﹤0.01%
+319
2514
$7K ﹤0.01%
+148
2515
$7K ﹤0.01%
+261
2516
$7K ﹤0.01%
+38
2517
$7K ﹤0.01%
+775
2518
$7K ﹤0.01%
+113
2519
$7K ﹤0.01%
+500
2520
$7K ﹤0.01%
+89
2521
$7K ﹤0.01%
+193
2522
$7K ﹤0.01%
+213
2523
$7K ﹤0.01%
+79
2524
$7K ﹤0.01%
+178
2525
$7K ﹤0.01%
+47