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
2801
$4K ﹤0.01%
+281
2802
$4K ﹤0.01%
+36
2803
$4K ﹤0.01%
+179
2804
$4K ﹤0.01%
+69
2805
$4K ﹤0.01%
+25
2806
$4K ﹤0.01%
+209
2807
$4K ﹤0.01%
+78
2808
$4K ﹤0.01%
+95
2809
$4K ﹤0.01%
+84
2810
$4K ﹤0.01%
+100
2811
$4K ﹤0.01%
+196
2812
$4K ﹤0.01%
+120
2813
$4K ﹤0.01%
+300
2814
$4K ﹤0.01%
+95
2815
$4K ﹤0.01%
+91
2816
$4K ﹤0.01%
+60
2817
$4K ﹤0.01%
+291
2818
$4K ﹤0.01%
+73
2819
$4K ﹤0.01%
+394
2820
$4K ﹤0.01%
+218
2821
$4K ﹤0.01%
+33
2822
$4K ﹤0.01%
+176
2823
$4K ﹤0.01%
+200
2824
$4K ﹤0.01%
+157
2825
$4K ﹤0.01%
+759