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
2751
$5K ﹤0.01%
+154
2752
$5K ﹤0.01%
+1,196
2753
$5K ﹤0.01%
+117
2754
$5K ﹤0.01%
+102
2755
$5K ﹤0.01%
+43
2756
$5K ﹤0.01%
+500
2757
$5K ﹤0.01%
+56
2758
$5K ﹤0.01%
+196
2759
$5K ﹤0.01%
+1,833
2760
$5K ﹤0.01%
+187
2761
$5K ﹤0.01%
+90
2762
$5K ﹤0.01%
+531
2763
$5K ﹤0.01%
+216
2764
$5K ﹤0.01%
+85
2765
$5K ﹤0.01%
+4
2766
$5K ﹤0.01%
+181
2767
$5K ﹤0.01%
+128
2768
$5K ﹤0.01%
+62
2769
$5K ﹤0.01%
+175
2770
$5K ﹤0.01%
+44
2771
$5K ﹤0.01%
+276
2772
$5K ﹤0.01%
+187
2773
$5K ﹤0.01%
+4,307
2774
$5K ﹤0.01%
+109
2775
$5K ﹤0.01%
+721