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
2851
$4K ﹤0.01%
+35
2852
$4K ﹤0.01%
+80
2853
$4K ﹤0.01%
+52
2854
$4K ﹤0.01%
+344
2855
$4K ﹤0.01%
+244
2856
$4K ﹤0.01%
+360
2857
$4K ﹤0.01%
+105
2858
$4K ﹤0.01%
+93
2859
$4K ﹤0.01%
+94
2860
$4K ﹤0.01%
+168
2861
$4K ﹤0.01%
+47
2862
$4K ﹤0.01%
+265
2863
$4K ﹤0.01%
+300
2864
$4K ﹤0.01%
+573
2865
$4K ﹤0.01%
+1,045
2866
$4K ﹤0.01%
+335
2867
$4K ﹤0.01%
+28
2868
$4K ﹤0.01%
+8
2869
$4K ﹤0.01%
+192
2870
$4K ﹤0.01%
+660
2871
$4K ﹤0.01%
+41
2872
$4K ﹤0.01%
+28
2873
$4K ﹤0.01%
+58
2874
$4K ﹤0.01%
+146
2875
$4K ﹤0.01%
+135