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
2551
$7K ﹤0.01%
+420
2552
$7K ﹤0.01%
+87
2553
$7K ﹤0.01%
+453
2554
$7K ﹤0.01%
+830
2555
$7K ﹤0.01%
+112
2556
$7K ﹤0.01%
+193
2557
$7K ﹤0.01%
+517
2558
$7K ﹤0.01%
+78
2559
$7K ﹤0.01%
+89
2560
$7K ﹤0.01%
+26
2561
$7K ﹤0.01%
+84
2562
$7K ﹤0.01%
+205
2563
$7K ﹤0.01%
+149
2564
$7K ﹤0.01%
+81
2565
$7K ﹤0.01%
+1,000
2566
$7K ﹤0.01%
+500
2567
$7K ﹤0.01%
+1,043
2568
$7K ﹤0.01%
+625
2569
$7K ﹤0.01%
+284
2570
$7K ﹤0.01%
+123
2571
$7K ﹤0.01%
+860
2572
$7K ﹤0.01%
+23
2573
$7K ﹤0.01%
+404
2574
$7K ﹤0.01%
+219
2575
$7K ﹤0.01%
+203