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
2701
$5K ﹤0.01%
+282
2702
$5K ﹤0.01%
+84
2703
$5K ﹤0.01%
+379
2704
$5K ﹤0.01%
+58
2705
$5K ﹤0.01%
+68
2706
$5K ﹤0.01%
+312
2707
$5K ﹤0.01%
+106
2708
$5K ﹤0.01%
+104
2709
$5K ﹤0.01%
+216
2710
$5K ﹤0.01%
+75
2711
$5K ﹤0.01%
+438
2712
$5K ﹤0.01%
+210
2713
$5K ﹤0.01%
+104
2714
$5K ﹤0.01%
+134
2715
$5K ﹤0.01%
+192
2716
$5K ﹤0.01%
+270
2717
$5K ﹤0.01%
+216
2718
$5K ﹤0.01%
+500
2719
$5K ﹤0.01%
+52
2720
$5K ﹤0.01%
+213
2721
$5K ﹤0.01%
+475
2722
$5K ﹤0.01%
+180
2723
$5K ﹤0.01%
+184
2724
$5K ﹤0.01%
+169
2725
$5K ﹤0.01%
+86