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
3301
$1K ﹤0.01%
+39
3302
$1K ﹤0.01%
+20
3303
$1K ﹤0.01%
+100
3304
$1K ﹤0.01%
+46
3305
$1K ﹤0.01%
+34
3306
$1K ﹤0.01%
+184
3307
$1K ﹤0.01%
+12
3308
$1K ﹤0.01%
+103
3309
$1K ﹤0.01%
+112
3310
$1K ﹤0.01%
+12
3311
$1K ﹤0.01%
+9
3312
$1K ﹤0.01%
+200
3313
$1K ﹤0.01%
+63
3314
$1K ﹤0.01%
+4
3315
$1K ﹤0.01%
+300
3316
$1K ﹤0.01%
+175
3317
$1K ﹤0.01%
+75
3318
$1K ﹤0.01%
+21
3319
$1K ﹤0.01%
+51
3320
$1K ﹤0.01%
+42
3321
$1K ﹤0.01%
+23
3322
$1K ﹤0.01%
+4
3323
$1K ﹤0.01%
+6
3324
$1K ﹤0.01%
+11
3325
$1K ﹤0.01%
+49