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
+$818
2
+$162

Top Sells

1
+$29M
2
+$171K
3
+$135K
4
APH icon
Amphenol
APH
+$102K
5
TQQQ icon
ProShares UltraPro QQQ
TQQQ
+$79K

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%
49
2581
$2K ﹤0.01%
15
2582
$2K ﹤0.01%
50
2583
$2K ﹤0.01%
65
2584
$2K ﹤0.01%
43
2585
$2K ﹤0.01%
58
2586
$2K ﹤0.01%
6
2587
$2K ﹤0.01%
20
2588
$2K ﹤0.01%
15
2589
$2K ﹤0.01%
133
2590
$2K ﹤0.01%
60
2591
$2K ﹤0.01%
75
2592
$2K ﹤0.01%
33
2593
$2K ﹤0.01%
50
2594
$2K ﹤0.01%
326
2595
$2K ﹤0.01%
117
2596
$2K ﹤0.01%
38
2597
$2K ﹤0.01%
24
2598
$2K ﹤0.01%
114
2599
$2K ﹤0.01%
182
2600
$2K ﹤0.01%
20
102 103
104
105 106