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 Buys

1 +$8.27K
2 +$8.01K
3 +$5.41K

Top Sells

1 +$8.61M
2 +$11K
3 +$6.83K
4
BBBY
Bed Bath & Beyond
BBBY
+$2.28K
5
FBRX icon
Forte Biosciences
FBRX
+$2K

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
2926
0
2927
$0 ﹤0.01%
4
2928
$0 ﹤0.01%
1
2929
$0 ﹤0.01%
50
2930
$0 ﹤0.01%
50
2931
$0 ﹤0.01%
75
2932
$0 ﹤0.01%
6
2933
$0 ﹤0.01%
7
2934
$0 ﹤0.01%
17
2935
$0 ﹤0.01%
9
2936
$0 ﹤0.01%
1
2937
$0 ﹤0.01%
14
2938
$0 ﹤0.01%
13
2939
$0 ﹤0.01%
16
2940
$0 ﹤0.01%
5
2941
$0 ﹤0.01%
1
2942
$0 ﹤0.01%
200
2943
$0 ﹤0.01%
4
2944
$0 ﹤0.01%
4
2945
$0 ﹤0.01%
3
2946
$0 ﹤0.01%
16
2947
$0 ﹤0.01%
2
2948
0
2949
$0 ﹤0.01%
10
2950
$0 ﹤0.01%
3