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
3351
$1K ﹤0.01%
+12
3352
$1K ﹤0.01%
+5
3353
$1K ﹤0.01%
+180
3354
$1K ﹤0.01%
+5
3355
$1K ﹤0.01%
+8
3356
$1K ﹤0.01%
+75
3357
$1K ﹤0.01%
+12
3358
$1K ﹤0.01%
+23
3359
$1K ﹤0.01%
+32
3360
$1K ﹤0.01%
+38
3361
$1K ﹤0.01%
+40
3362
$1K ﹤0.01%
+60
3363
$1K ﹤0.01%
+55
3364
$1K ﹤0.01%
+6
3365
$1K ﹤0.01%
+10
3366
$1K ﹤0.01%
+54
3367
$1K ﹤0.01%
+28
3368
$1K ﹤0.01%
+19
3369
$1K ﹤0.01%
+450
3370
$1K ﹤0.01%
+40
3371
$1K ﹤0.01%
+50
3372
$1K ﹤0.01%
+74
3373
$1K ﹤0.01%
+5
3374
$1K ﹤0.01%
+30
3375
$1K ﹤0.01%
+16