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
2776
$5K ﹤0.01%
+245
2777
$5K ﹤0.01%
+149
2778
$5K ﹤0.01%
+696
2779
$5K ﹤0.01%
+105
2780
$5K ﹤0.01%
+45
2781
$5K ﹤0.01%
+100
2782
$5K ﹤0.01%
+26
2783
$5K ﹤0.01%
+103
2784
$4K ﹤0.01%
+518
2785
$4K ﹤0.01%
+25
2786
$4K ﹤0.01%
+396
2787
$4K ﹤0.01%
+225
2788
$4K ﹤0.01%
+61
2789
$4K ﹤0.01%
+660
2790
$4K ﹤0.01%
+48
2791
$4K ﹤0.01%
+84
2792
$4K ﹤0.01%
+56
2793
$4K ﹤0.01%
+180
2794
$4K ﹤0.01%
+710
2795
$4K ﹤0.01%
+239
2796
$4K ﹤0.01%
+43
2797
$4K ﹤0.01%
+225
2798
$4K ﹤0.01%
+523
2799
$4K ﹤0.01%
+784
2800
$4K ﹤0.01%
+789