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
$980M
AUM Growth
-$53.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
684
New
Increased
Reduced
Closed

Top Buys

1 +$9.09M
2 +$8.33M
3 +$8.3M
4
MSFT icon
Microsoft
MSFT
+$8.25M
5
FDS icon
Factset
FDS
+$8.2M

Top Sells

1 +$12.8M
2 +$10.4M
3 +$9.81M
4
EBAY icon
eBay
EBAY
+$9.71M
5
TEL icon
TE Connectivity
TEL
+$9.47M

Sector Composition

1 Technology 18.58%
2 Industrials 16.28%
3 Healthcare 13.26%
4 Financials 11.05%
5 Consumer Staples 7.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
301
$41K ﹤0.01%
+734
302
$39K ﹤0.01%
+681
303
$39K ﹤0.01%
+3,987
304
$39K ﹤0.01%
+867
305
$38K ﹤0.01%
+395
306
$38K ﹤0.01%
+132
307
$38K ﹤0.01%
+493
308
$38K ﹤0.01%
+1,219
309
$37K ﹤0.01%
+1,316
310
$37K ﹤0.01%
+770
311
$36K ﹤0.01%
+568
312
$36K ﹤0.01%
+2,400
313
$36K ﹤0.01%
+298
314
$36K ﹤0.01%
+842
315
$35K ﹤0.01%
+1,382
316
$35K ﹤0.01%
+727
317
$35K ﹤0.01%
+443
318
$34K ﹤0.01%
+1,169
319
$33K ﹤0.01%
574
-3,328
320
$33K ﹤0.01%
+452
321
$32K ﹤0.01%
+676
322
$32K ﹤0.01%
+550
323
$32K ﹤0.01%
+2,545
324
$32K ﹤0.01%
+321
325
$31K ﹤0.01%
+413