Carson Wealth (CWM LLC) Portfolio holdings
AUM
$28.4B
This Quarter Return
+5.49%
1 Year Return
+14.63%
3 Year Return
+48.89%
5 Year Return
–
10 Year Return
–
AUM
$12.5B
AUM Growth
+$12.5B
(0%)
Cap. Flow
+$0
Cap. Flow
% of AUM
0%
Top 10 Holdings %
Top 10 Hldgs %
33.43%
Holding
3,010
New
–
Increased
–
Reduced
–
Closed
–
Top Buys
No buys this quarter
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 6.48% |
| 2 | Healthcare | 5.1% |
| 3 | Financials | 3.69% |
| 4 | Industrials | 2.75% |
| 5 | Consumer Discretionary | 2.56% |