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
2951
$3K ﹤0.01%
+103
2952
$3K ﹤0.01%
+104
2953
$3K ﹤0.01%
+120
2954
$3K ﹤0.01%
+32
2955
$3K ﹤0.01%
+39
2956
$3K ﹤0.01%
+400
2957
$3K ﹤0.01%
+95
2958
$3K ﹤0.01%
+348
2959
$3K ﹤0.01%
+253
2960
$3K ﹤0.01%
+89
2961
$3K ﹤0.01%
+32
2962
$3K ﹤0.01%
+687
2963
$3K ﹤0.01%
+33
2964
$3K ﹤0.01%
+100
2965
$3K ﹤0.01%
+204
2966
$3K ﹤0.01%
+128
2967
$3K ﹤0.01%
+313
2968
$3K ﹤0.01%
+82
2969
$3K ﹤0.01%
+136
2970
$3K ﹤0.01%
+55
2971
$3K ﹤0.01%
+550
2972
$3K ﹤0.01%
+272
2973
$3K ﹤0.01%
+62
2974
$3K ﹤0.01%
+48
2975
$3K ﹤0.01%
+50