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
2651
$6K ﹤0.01%
+40
2652
$6K ﹤0.01%
+100
2653
$6K ﹤0.01%
+807
2654
$6K ﹤0.01%
+114
2655
$6K ﹤0.01%
+203
2656
$6K ﹤0.01%
+447
2657
$6K ﹤0.01%
+180
2658
$6K ﹤0.01%
+474
2659
$6K ﹤0.01%
+163
2660
$6K ﹤0.01%
+100
2661
$6K ﹤0.01%
+201
2662
$6K ﹤0.01%
+904
2663
$6K ﹤0.01%
+116
2664
$6K ﹤0.01%
+276
2665
$6K ﹤0.01%
+162
2666
$6K ﹤0.01%
+48
2667
$6K ﹤0.01%
+105
2668
$6K ﹤0.01%
+43
2669
$6K ﹤0.01%
+43
2670
$6K ﹤0.01%
+254
2671
$6K ﹤0.01%
+149
2672
$6K ﹤0.01%
+335
2673
$6K ﹤0.01%
+622
2674
$6K ﹤0.01%
+3,503
2675
$6K ﹤0.01%
+23