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
2576
$3K ﹤0.01%
900
2577
$3K ﹤0.01%
90
2578
$3K ﹤0.01%
53
2579
$3K ﹤0.01%
200
2580
$2K ﹤0.01%
300
2581
$2K ﹤0.01%
48
2582
– –
0
2583
$2K ﹤0.01%
74
2584
$2K ﹤0.01%
64
2585
$2K ﹤0.01%
40
2586
$2K ﹤0.01%
105
2587
$2K ﹤0.01%
67
2588
$2K ﹤0.01%
17
2589
$2K ﹤0.01%
58
2590
$2K ﹤0.01%
49
2591
$2K ﹤0.01%
15
2592
$2K ﹤0.01%
65
2593
$2K ﹤0.01%
43
2594
$2K ﹤0.01%
58
2595
$2K ﹤0.01%
6
2596
$2K ﹤0.01%
20
2597
$2K ﹤0.01%
15
2598
$2K ﹤0.01%
133
2599
$2K ﹤0.01%
60
2600
$2K ﹤0.01%
75
102 103
104
105 106