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
3026
$3K ﹤0.01%
+160
3027
$3K ﹤0.01%
+169
3028
$3K ﹤0.01%
+38
3029
$3K ﹤0.01%
+159
3030
$3K ﹤0.01%
+179
3031
$3K ﹤0.01%
+82
3032
$3K ﹤0.01%
+80
3033
$3K ﹤0.01%
+89
3034
$3K ﹤0.01%
+526
3035
$3K ﹤0.01%
+85
3036
$3K ﹤0.01%
+100
3037
$3K ﹤0.01%
+61
3038
$3K ﹤0.01%
+88
3039
$3K ﹤0.01%
+114
3040
$3K ﹤0.01%
+400
3041
$3K ﹤0.01%
+134
3042
$3K ﹤0.01%
+53
3043
$3K ﹤0.01%
+142
3044
$3K ﹤0.01%
+177
3045
$3K ﹤0.01%
+61
3046
$3K ﹤0.01%
+8
3047
$3K ﹤0.01%
+196
3048
$3K ﹤0.01%
+300
3049
$3K ﹤0.01%
+20
3050
$3K ﹤0.01%
+430