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
3226
$1K ﹤0.01%
+10
3227
$1K ﹤0.01%
+54
3228
$1K ﹤0.01%
+6
3229
$1K ﹤0.01%
+15
3230
$1K ﹤0.01%
+83
3231
$1K ﹤0.01%
+27
3232
$1K ﹤0.01%
+75
3233
$1K ﹤0.01%
+42
3234
$1K ﹤0.01%
+2
3235
$1K ﹤0.01%
+12
3236
$1K ﹤0.01%
+69
3237
$1K ﹤0.01%
+250
3238
$1K ﹤0.01%
+74
3239
$1K ﹤0.01%
+357
3240
$1K ﹤0.01%
+110
3241
$1K ﹤0.01%
+2
3242
$1K ﹤0.01%
+263
3243
$1K ﹤0.01%
+1
3244
$1K ﹤0.01%
+25
3245
$1K ﹤0.01%
+213
3246
$1K ﹤0.01%
+9
3247
$1K ﹤0.01%
+14
3248
$1K ﹤0.01%
+19
3249
$1K ﹤0.01%
+28
3250
$1K ﹤0.01%
+100