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
3001
$3K ﹤0.01%
+60
3002
$3K ﹤0.01%
+41
3003
$3K ﹤0.01%
+363
3004
$3K ﹤0.01%
+494
3005
$3K ﹤0.01%
+44
3006
$3K ﹤0.01%
+68
3007
$3K ﹤0.01%
+397
3008
$3K ﹤0.01%
+165
3009
$3K ﹤0.01%
+98
3010
$3K ﹤0.01%
+75
3011
$3K ﹤0.01%
+179
3012
$3K ﹤0.01%
+135
3013
$3K ﹤0.01%
+100
3014
$3K ﹤0.01%
+351
3015
$3K ﹤0.01%
+57
3016
$3K ﹤0.01%
+395
3017
$3K ﹤0.01%
+189
3018
$3K ﹤0.01%
+94
3019
$3K ﹤0.01%
+37
3020
$3K ﹤0.01%
+128
3021
$3K ﹤0.01%
+300
3022
$3K ﹤0.01%
+80
3023
$3K ﹤0.01%
+397
3024
$3K ﹤0.01%
+55
3025
$3K ﹤0.01%
+343