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
2676
$6K ﹤0.01%
+183
2677
$6K ﹤0.01%
+128
2678
$6K ﹤0.01%
+122
2679
$6K ﹤0.01%
+156
2680
$5K ﹤0.01%
+602
2681
$5K ﹤0.01%
+231
2682
$5K ﹤0.01%
+1,000
2683
$5K ﹤0.01%
+156
2684
$5K ﹤0.01%
+100
2685
$5K ﹤0.01%
+334
2686
$5K ﹤0.01%
+136
2687
$5K ﹤0.01%
+94
2688
$5K ﹤0.01%
+490
2689
$5K ﹤0.01%
+200
2690
$5K ﹤0.01%
+117
2691
$5K ﹤0.01%
+107
2692
$5K ﹤0.01%
+200
2693
$5K ﹤0.01%
+35
2694
$5K ﹤0.01%
+50
2695
$5K ﹤0.01%
+202
2696
$5K ﹤0.01%
+151
2697
$5K ﹤0.01%
+14
2698
$5K ﹤0.01%
+91
2699
$5K ﹤0.01%
+193
2700
$5K ﹤0.01%
+40