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
2576
$7K ﹤0.01%
+381
2577
$7K ﹤0.01%
+134
2578
$7K ﹤0.01%
+150
2579
$7K ﹤0.01%
+214
2580
$7K ﹤0.01%
+142
2581
$7K ﹤0.01%
+62
2582
$7K ﹤0.01%
+729
2583
$7K ﹤0.01%
+787
2584
$7K ﹤0.01%
+403
2585
$7K ﹤0.01%
+36
2586
$7K ﹤0.01%
+328
2587
$7K ﹤0.01%
+500
2588
$7K ﹤0.01%
+700
2589
$7K ﹤0.01%
+255
2590
$7K ﹤0.01%
+50
2591
$6K ﹤0.01%
+1,000
2592
$6K ﹤0.01%
+1,965
2593
$6K ﹤0.01%
+128
2594
$6K ﹤0.01%
+1,287
2595
$6K ﹤0.01%
+114
2596
$6K ﹤0.01%
+403
2597
$6K ﹤0.01%
+375
2598
$6K ﹤0.01%
+200
2599
$6K ﹤0.01%
+63
2600
$6K ﹤0.01%
+211