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
2976
$3K ﹤0.01%
+133
2977
$3K ﹤0.01%
+136
2978
$3K ﹤0.01%
+59
2979
$3K ﹤0.01%
+55
2980
$3K ﹤0.01%
+162
2981
$3K ﹤0.01%
+111
2982
$3K ﹤0.01%
+63
2983
$3K ﹤0.01%
+22
2984
$3K ﹤0.01%
+314
2985
$3K ﹤0.01%
+3
2986
$3K ﹤0.01%
+69
2987
$3K ﹤0.01%
+20
2988
$3K ﹤0.01%
+1,589
2989
$3K ﹤0.01%
+250
2990
$3K ﹤0.01%
+213
2991
$3K ﹤0.01%
+65
2992
$3K ﹤0.01%
+17
2993
$3K ﹤0.01%
+25
2994
$3K ﹤0.01%
+22
2995
$3K ﹤0.01%
+67
2996
$3K ﹤0.01%
+239
2997
$3K ﹤0.01%
+17
2998
$3K ﹤0.01%
+50
2999
$3K ﹤0.01%
+124
3000
$3K ﹤0.01%
+300