Carson Wealth (CWM LLC)

Carson Wealth (CWM LLC) Portfolio holdings

AUM $25.1B
AUM
$25.1B
AUM Growth
+$981M
Cap. Flow
+$1.5B
Cap. Flow %
5.99%
Top 10 Hldgs %
22.48%
Holding
5,286
New
173
Increased
2,920
Reduced
1,462
Closed
84

Top Buys

1
$122M
2
$82.6M
3
$81.3M
4
$77.5M
5
$71.4M

Top Sells

1
$128M
2
$109M
3
$83.5M
4
$74.6M
5
$70.4M

Sector Composition

1Technology8.16%
2Financials4.34%
3Healthcare3.5%
4Consumer Discretionary3%
5Communication Services2.62%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %		 Capital Flow
$63K0%2,968
-1,476
-33%
-$31.3K
$63K0%579 ––
$63K0%887
+662
+294%
+$47K
$63K0%1,873
-27
-1%
-$908
$63K0%1,629 ––
$63K0%921 ––
$63K0%2,604
+2,365
+990%
+$57.2K
$63K0%965 ––
$63K0%580
+35
+6%
+$3.8K
$63K0%39,699
+34,889
+725%
+$55.4K
$62K0%1,920
+1,444
+303%
+$46.6K
$62K0%10,745
+7,025
+189%
+$40.5K
$62K0%517
+249
+93%
+$29.9K
$62K0%9,767
+324
+3%
+$2.06K
$62K0%212
+49
+30%
+$14.3K
$62K0%927
+88
+10%
+$5.89K
$62K0%561
+81
+17%
+$8.95K
$62K0%10,316
+380
+4%
+$2.28K
$62K0%2,905
+836
+40%
+$17.8K
$62K0%1,845
-27
-1%
-$907
$62K0%808
+355
+78%
+$27.2K
$62K0%925
+155
+20%
+$10.4K
$62K0%1,110
+73
+7%
+$4.08K
$62K0%2,203
+373
+20%
+$10.5K
$61K0%2,753
+630
+30%
+$14K
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