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
2526
$7K ﹤0.01%
+105
2527
$7K ﹤0.01%
+269
2528
$7K ﹤0.01%
+315
2529
$7K ﹤0.01%
+36
2530
$7K ﹤0.01%
+606
2531
$7K ﹤0.01%
+86
2532
$7K ﹤0.01%
+121
2533
$7K ﹤0.01%
+135
2534
$7K ﹤0.01%
+497
2535
$7K ﹤0.01%
+48
2536
$7K ﹤0.01%
+199
2537
$7K ﹤0.01%
+158
2538
$7K ﹤0.01%
+1,631
2539
$7K ﹤0.01%
+11
2540
$7K ﹤0.01%
+165
2541
$7K ﹤0.01%
+1,000
2542
$7K ﹤0.01%
+2,289
2543
$7K ﹤0.01%
+291
2544
$7K ﹤0.01%
+178
2545
$7K ﹤0.01%
+80
2546
$7K ﹤0.01%
+266
2547
$7K ﹤0.01%
+77
2548
$7K ﹤0.01%
+279
2549
$7K ﹤0.01%
+356
2550
$7K ﹤0.01%
+26