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
2726
$5K ﹤0.01%
+253
2727
$5K ﹤0.01%
+64
2728
$5K ﹤0.01%
+419
2729
$5K ﹤0.01%
+56
2730
$5K ﹤0.01%
+26
2731
$5K ﹤0.01%
+182
2732
$5K ﹤0.01%
+1,048
2733
$5K ﹤0.01%
+1,106
2734
$5K ﹤0.01%
+342
2735
$5K ﹤0.01%
+31
2736
$5K ﹤0.01%
+316
2737
$5K ﹤0.01%
+100
2738
$5K ﹤0.01%
+796
2739
$5K ﹤0.01%
+106
2740
$5K ﹤0.01%
+624
2741
$5K ﹤0.01%
+227
2742
$5K ﹤0.01%
+239
2743
$5K ﹤0.01%
+158
2744
$5K ﹤0.01%
+58
2745
$5K ﹤0.01%
+30
2746
$5K ﹤0.01%
+127
2747
$5K ﹤0.01%
+85
2748
$5K ﹤0.01%
+138
2749
$5K ﹤0.01%
+200
2750
$5K ﹤0.01%
+71