Carson Wealth (CWM LLC)

Carson Wealth (CWM LLC) Portfolio holdings

AUM $28.4B
This Quarter Return
+9.27%
1 Year Return
+14.63%
3 Year Return
+48.89%
5 Year Return
–
10 Year Return
–
AUM
$28.4B
AUM Growth
+$3.28B
Cap. Flow
+$1.41B
Cap. Flow %
4.98%
Top 10 Hldgs %
20.83%
Holding
5,390
New
189
Increased
2,830
Reduced
1,585
Closed
151

Top Buys

1
$129M
2
$110M
3
$106M
4
$102M
5
$98.8M

Top Sells

1
$357M
2
$136M
3
$103M
4
$68.1M
5
$66.5M

Sector Composition

1Technology9.46%
2Financials4.11%
3Consumer Discretionary3.23%
4Healthcare3.15%
5Communication Services2.68%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %		 Capital Flow
$55K﹤0.01% 1,652
+1,532
+1,277%
+$51K
$55K﹤0.01% 398
-9
-2%
-$1.24K
$55K﹤0.01% 1,044
+711
+214%
+$37.5K
$55K﹤0.01% 8,166
+1,085
+15%
+$7.31K
$55K﹤0.01% 2,033
-79
-4%
-$2.14K
$55K﹤0.01% 8,434
-240
-3%
-$1.57K
$55K﹤0.01% 1,553––
$55K﹤0.01% 1,680
+1,115
+197%
+$36.5K
$55K﹤0.01% 3,000
-135
-4%
-$2.48K
$55K﹤0.01% 1,747
+86
+5%
+$2.71K
$55K﹤0.01% 2,964
+87
+3%
+$1.61K
$55K﹤0.01% 19,756
-1,509
-7%
-$4.2K
$55K﹤0.01% 90,087
+18,142
+25%
+$11.1K
$55K﹤0.01% 2,573––
$55K﹤0.01% 1,560
+337
+28%
+$11.9K
$54K﹤0.01% 13,838
+4,413
+47%
+$17.2K
$54K﹤0.01% 240
-33
-12%
-$7.43K
$54K﹤0.01% 3,817
-1,258
-25%
-$17.8K
$54K﹤0.01% 332
+139
+72%
+$22.6K
$54K﹤0.01% 9,397
+7,502
+396%
+$43.1K
$54K﹤0.01% 2,250
-331
-13%
-$7.94K
$54K﹤0.01% 15,215
+3,916
+35%
+$13.9K
$54K﹤0.01% 15,773
-4,687
-23%
-$16K
$54K﹤0.01% 1,027
+135
+15%
+$7.1K
$54K﹤0.01% 16,119
+12,049
+296%
+$40.4K
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