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
2876
$4K ﹤0.01%
+117
2877
$4K ﹤0.01%
+44
2878
$4K ﹤0.01%
+87
2879
$4K ﹤0.01%
+65
2880
$4K ﹤0.01%
+1,041
2881
$4K ﹤0.01%
+66
2882
$4K ﹤0.01%
+71
2883
$4K ﹤0.01%
+1,000
2884
$4K ﹤0.01%
+101
2885
$4K ﹤0.01%
+263
2886
$4K ﹤0.01%
+271
2887
$4K ﹤0.01%
+40
2888
$4K ﹤0.01%
+87
2889
$4K ﹤0.01%
+410
2890
$4K ﹤0.01%
+60
2891
$4K ﹤0.01%
+90
2892
$4K ﹤0.01%
+13
2893
$4K ﹤0.01%
+199
2894
$4K ﹤0.01%
+100
2895
$4K ﹤0.01%
+120
2896
$4K ﹤0.01%
+450
2897
$4K ﹤0.01%
+73
2898
$4K ﹤0.01%
+158
2899
$4K ﹤0.01%
+28
2900
$4K ﹤0.01%
+7