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
2601
$2K ﹤0.01%
33
2602
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2603
$2K ﹤0.01%
326
2604
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2605
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2606
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2607
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2608
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2609
– –
0
2610
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2611
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2612
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2613
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2614
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500
2615
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2616
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2617
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2618
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2619
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2620
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2621
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2622
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2623
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2624
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78
2625
$2K ﹤0.01%
106
103 104
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106 107