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
2901
$4K ﹤0.01%
+465
2902
$4K ﹤0.01%
+31
2903
$4K ﹤0.01%
+21
2904
$4K ﹤0.01%
+95
2905
$4K ﹤0.01%
+220
2906
$4K ﹤0.01%
+91
2907
$4K ﹤0.01%
+67
2908
$4K ﹤0.01%
+85
2909
$4K ﹤0.01%
+78
2910
$4K ﹤0.01%
+153
2911
$4K ﹤0.01%
+152
2912
$4K ﹤0.01%
+83
2913
$4K ﹤0.01%
+384
2914
$4K ﹤0.01%
+53
2915
$4K ﹤0.01%
+116
2916
$3K ﹤0.01%
+66
2917
$3K ﹤0.01%
+53
2918
$3K ﹤0.01%
+50
2919
$3K ﹤0.01%
+84
2920
$3K ﹤0.01%
+79
2921
$3K ﹤0.01%
+91
2922
$3K ﹤0.01%
+58
2923
$3K ﹤0.01%
+112
2924
$3K ﹤0.01%
+91
2925
$3K ﹤0.01%
+36