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
3251
$1K ﹤0.01%
+162
3252
$1K ﹤0.01%
+27
3253
$1K ﹤0.01%
+18
3254
$1K ﹤0.01%
+20
3255
$1K ﹤0.01%
+70
3256
$1K ﹤0.01%
+63
3257
$1K ﹤0.01%
+22
3258
$1K ﹤0.01%
+34
3259
$1K ﹤0.01%
+80
3260
$1K ﹤0.01%
+510
3261
$1K ﹤0.01%
+30
3262
$1K ﹤0.01%
+15
3263
$1K ﹤0.01%
+11
3264
$1K ﹤0.01%
+30
3265
$1K ﹤0.01%
+33
3266
$1K ﹤0.01%
+46
3267
$1K ﹤0.01%
+53
3268
$1K ﹤0.01%
+16
3269
$1K ﹤0.01%
+19
3270
$1K ﹤0.01%
+3
3271
$1K ﹤0.01%
+60
3272
$1K ﹤0.01%
+65
3273
$1K ﹤0.01%
+7
3274
$1K ﹤0.01%
+300
3275
$1K ﹤0.01%
+57