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
3276
$1K ﹤0.01%
+200
3277
$1K ﹤0.01%
+4
3278
$1K ﹤0.01%
+45
3279
$1K ﹤0.01%
+29
3280
$1K ﹤0.01%
+33
3281
$1K ﹤0.01%
+27
3282
$1K ﹤0.01%
+16
3283
$1K ﹤0.01%
+4
3284
$1K ﹤0.01%
+12
3285
$1K ﹤0.01%
+47
3286
$1K ﹤0.01%
+29
3287
$1K ﹤0.01%
+33
3288
$1K ﹤0.01%
+2
3289
$1K ﹤0.01%
+10
3290
$1K ﹤0.01%
+30
3291
$1K ﹤0.01%
+90
3292
$1K ﹤0.01%
+11
3293
$1K ﹤0.01%
+35
3294
$1K ﹤0.01%
+14
3295
$1K ﹤0.01%
+12
3296
$1K ﹤0.01%
+49
3297
$1K ﹤0.01%
+100
3298
$1K ﹤0.01%
+11
3299
$1K ﹤0.01%
+74
3300
$1K ﹤0.01%
+50