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
3326
$1K ﹤0.01%
+11
3327
$1K ﹤0.01%
+38
3328
$1K ﹤0.01%
+60
3329
$1K ﹤0.01%
+8
3330
$1K ﹤0.01%
+14
3331
$1K ﹤0.01%
+49
3332
$1K ﹤0.01%
+7
3333
$1K ﹤0.01%
+209
3334
$1K ﹤0.01%
+75
3335
$1K ﹤0.01%
+10
3336
$1K ﹤0.01%
+52
3337
$1K ﹤0.01%
+80
3338
$1K ﹤0.01%
+22
3339
$1K ﹤0.01%
+13
3340
$1K ﹤0.01%
+30
3341
$1K ﹤0.01%
+59
3342
$1K ﹤0.01%
+14
3343
$1K ﹤0.01%
+19
3344
$1K ﹤0.01%
+36
3345
$1K ﹤0.01%
+27
3346
$1K ﹤0.01%
+38
3347
$1K ﹤0.01%
+37
3348
$1K ﹤0.01%
+27
3349
$1K ﹤0.01%
+14
3350
$1K ﹤0.01%
+135