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 Sells

1 +$18.2M
2 +$11.5M
3 +$7.61M
4
TTD icon
Trade Desk
TTD
+$6.22M
5
ISCG icon
iShares Morningstar Small-Cap Growth ETF
ISCG
+$6.1M

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
3001
$0 ﹤0.01%
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3002
$0 ﹤0.01%
4
3003
$0 ﹤0.01%
12
3004
$0 ﹤0.01%
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3005
$0 ﹤0.01%
12
3006
$0 ﹤0.01%
3
3007
$0 ﹤0.01%
166
3008
$0 ﹤0.01%
69
3009
$0 ﹤0.01%
3