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
$12.5B
AUM Growth
$0
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,010
New
Increased
Reduced
Closed

Top Sells

1 +$18.2M
2 +$11.5M
3 +$7.61M
4
TTD icon
Trade Desk
TTD
+$6.22M
5
ISCG icon
iShares Morningstar Small-Cap Growth ETF
ISCG
+$6.1M

Sector Composition

1 Technology 6.48%
2 Healthcare 5.1%
3 Financials 3.69%
4 Industrials 2.75%
5 Consumer Discretionary 2.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2901
$0 ﹤0.01%
4
2902
$0 ﹤0.01%
36
2903
$0 ﹤0.01%
33
2904
$0 ﹤0.01%
47
2905
$0 ﹤0.01%
28
2906
0
2907
$0 ﹤0.01%
37
2908
$0 ﹤0.01%
2
2909
$0 ﹤0.01%
3
2910
$0 ﹤0.01%
30
2911
$0 ﹤0.01%
5
2912
$0 ﹤0.01%
3
2913
$0 ﹤0.01%
5
2914
$0 ﹤0.01%
3
2915
$0 ﹤0.01%
16
2916
$0 ﹤0.01%
88
2917
$0 ﹤0.01%
53
2918
$0 ﹤0.01%
2
2919
0
2920
$0 ﹤0.01%
38
2921
$0 ﹤0.01%
31
2922
$0 ﹤0.01%
10
2923
$0 ﹤0.01%
11
2924
$0 ﹤0.01%
1
2925
$0 ﹤0.01%
13