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
2926
$3K ﹤0.01%
+916
2927
$3K ﹤0.01%
+40
2928
$3K ﹤0.01%
+128
2929
$3K ﹤0.01%
+50
2930
$3K ﹤0.01%
+200
2931
$3K ﹤0.01%
+112
2932
$3K ﹤0.01%
+62
2933
$3K ﹤0.01%
+166
2934
$3K ﹤0.01%
+130
2935
$3K ﹤0.01%
+103
2936
$3K ﹤0.01%
+83
2937
$3K ﹤0.01%
+102
2938
$3K ﹤0.01%
+158
2939
$3K ﹤0.01%
+176
2940
$3K ﹤0.01%
+114
2941
$3K ﹤0.01%
+75
2942
$3K ﹤0.01%
+85
2943
$3K ﹤0.01%
+35
2944
$3K ﹤0.01%
+116
2945
$3K ﹤0.01%
+51
2946
$3K ﹤0.01%
+60
2947
$3K ﹤0.01%
+223
2948
$3K ﹤0.01%
+364
2949
$3K ﹤0.01%
+257
2950
$3K ﹤0.01%
+172