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
2626
$6K ﹤0.01%
+193
2627
$6K ﹤0.01%
+91
2628
$6K ﹤0.01%
+216
2629
$6K ﹤0.01%
+442
2630
$6K ﹤0.01%
+111
2631
$6K ﹤0.01%
+321
2632
$6K ﹤0.01%
+1,552
2633
$6K ﹤0.01%
+223
2634
$6K ﹤0.01%
+125
2635
$6K ﹤0.01%
+81
2636
$6K ﹤0.01%
+332
2637
$6K ﹤0.01%
+67
2638
$6K ﹤0.01%
+134
2639
$6K ﹤0.01%
+200
2640
$6K ﹤0.01%
+89
2641
$6K ﹤0.01%
+1,021
2642
$6K ﹤0.01%
+61
2643
$6K ﹤0.01%
+288
2644
$6K ﹤0.01%
+258
2645
$6K ﹤0.01%
+236
2646
$6K ﹤0.01%
+60
2647
$6K ﹤0.01%
+102
2648
$6K ﹤0.01%
+130
2649
$6K ﹤0.01%
+300
2650
$6K ﹤0.01%
+160