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
3376
$1K ﹤0.01%
+14
3377
$1K ﹤0.01%
+1
3378
$1K ﹤0.01%
+25
3379
$1K ﹤0.01%
+45
3380
$1K ﹤0.01%
+13
3381
$1K ﹤0.01%
+8
3382
$1K ﹤0.01%
+6
3383
$1K ﹤0.01%
+10
3384
$1K ﹤0.01%
+17
3385
$1K ﹤0.01%
+18
3386
$1K ﹤0.01%
+229
3387
$1K ﹤0.01%
+34
3388
$1K ﹤0.01%
+26
3389
$1K ﹤0.01%
+95
3390
$1K ﹤0.01%
+10
3391
$1K ﹤0.01%
+14
3392
$1K ﹤0.01%
+15
3393
$1K ﹤0.01%
+66
3394
$1K ﹤0.01%
+33
3395
$1K ﹤0.01%
+20
3396
$1K ﹤0.01%
+6
3397
$1K ﹤0.01%
+400
3398
$1K ﹤0.01%
+8
3399
$1K ﹤0.01%
+13
3400
$1K ﹤0.01%
+26