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
2826
$4K ﹤0.01%
+450
2827
$4K ﹤0.01%
+143
2828
$4K ﹤0.01%
+83
2829
$4K ﹤0.01%
+79
2830
$4K ﹤0.01%
+187
2831
$4K ﹤0.01%
+184
2832
$4K ﹤0.01%
+130
2833
$4K ﹤0.01%
+105
2834
$4K ﹤0.01%
+52
2835
$4K ﹤0.01%
+230
2836
$4K ﹤0.01%
+411
2837
$4K ﹤0.01%
+102
2838
$4K ﹤0.01%
+215
2839
$4K ﹤0.01%
+49
2840
$4K ﹤0.01%
+19
2841
$4K ﹤0.01%
+347
2842
$4K ﹤0.01%
+203
2843
$4K ﹤0.01%
+217
2844
$4K ﹤0.01%
+203
2845
$4K ﹤0.01%
+255
2846
$4K ﹤0.01%
+273
2847
$4K ﹤0.01%
+96
2848
$4K ﹤0.01%
+305
2849
$4K ﹤0.01%
+50
2850
$4K ﹤0.01%
+168