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
2601
$6K ﹤0.01%
+120
2602
$6K ﹤0.01%
+700
2603
$6K ﹤0.01%
+200
2604
$6K ﹤0.01%
+384
2605
$6K ﹤0.01%
+499
2606
$6K ﹤0.01%
+152
2607
$6K ﹤0.01%
+459
2608
$6K ﹤0.01%
+183
2609
$6K ﹤0.01%
+495
2610
$6K ﹤0.01%
+158
2611
$6K ﹤0.01%
+79
2612
$6K ﹤0.01%
+79
2613
$6K ﹤0.01%
+276
2614
$6K ﹤0.01%
+232
2615
$6K ﹤0.01%
+565
2616
$6K ﹤0.01%
+267
2617
$6K ﹤0.01%
+85
2618
$6K ﹤0.01%
+49
2619
$6K ﹤0.01%
+579
2620
$6K ﹤0.01%
+353
2621
$6K ﹤0.01%
+84
2622
$6K ﹤0.01%
+112
2623
$6K ﹤0.01%
+158
2624
$6K ﹤0.01%
+131
2625
$6K ﹤0.01%
+61