Carson Wealth (CWM LLC)

Carson Wealth (CWM LLC) Portfolio holdings

AUM $28.4B
This Quarter Return
+9.27%
1 Year Return
+14.63%
3 Year Return
+48.89%
5 Year Return
–
10 Year Return
–
AUM
$28.4B
AUM Growth
+$3.28B
Cap. Flow
+$1.41B
Cap. Flow %
4.98%
Top 10 Hldgs %
20.83%
Holding
5,390
New
189
Increased
2,830
Reduced
1,585
Closed
151

Top Buys

1
$129M
2
$110M
3
$106M
4
$102M
5
$98.8M

Top Sells

1
$357M
2
$136M
3
$103M
4
$68.1M
5
$66.5M

Sector Composition

1Technology9.46%
2Financials4.11%
3Consumer Discretionary3.23%
4Healthcare3.15%
5Communication Services2.68%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %		 Capital Flow
$88K﹤0.01% 1,085
+259
+31%
+$21K
$88K﹤0.01% 1,711
+1,095
+178%
+$56.3K
$88K﹤0.01% 7,329
+6,377
+670%
+$76.6K
$88K﹤0.01% 3,076
+192
+7%
+$5.49K
$88K﹤0.01% 35,761
+15,295
+75%
+$37.6K
$88K﹤0.01% 888
+164
+23%
+$16.3K
$88K﹤0.01% 5,292––
$88K﹤0.01% 2,000––
$88K﹤0.01% 1,849
+191
+12%
+$9.09K
$88K﹤0.01%
+5,743
 New
+$88K
$87K﹤0.01% 741
+42
+6%
+$4.93K
$87K﹤0.01% 37,802
+1,288
+4%
+$2.96K
$87K﹤0.01% 6,234
+1,765
+39%
+$24.6K
$87K﹤0.01% 15,300––
$87K﹤0.01% 564
+47
+9%
+$7.25K
$87K﹤0.01% 8,702
+6,417
+281%
+$64.2K
$87K﹤0.01% 10,519
+2,443
+30%
+$20.2K
$87K﹤0.01% 2,069––
$87K﹤0.01% 783
-39
-5%
-$4.33K
$87K﹤0.01% 1,218
-352
-22%
-$25.1K
$87K﹤0.01% 382
-117
-23%
-$26.6K
$86K﹤0.01%
+2,325
 New
+$86K
$86K﹤0.01% 1,672
+1,565
+1,463%
+$80.5K
$86K﹤0.01% 1,661
-635
-28%
-$32.9K
$86K﹤0.01%
+4,036
 New
+$86K
1 112113114115116216