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
3401
$1K ﹤0.01%
+5
3402
0
3403
$1K ﹤0.01%
+10
3404
$1K ﹤0.01%
+191
3405
$1K ﹤0.01%
+158
3406
$1K ﹤0.01%
+4
3407
$1K ﹤0.01%
+39
3408
$1K ﹤0.01%
+278
3409
$1K ﹤0.01%
+591
3410
$1K ﹤0.01%
+28
3411
$1K ﹤0.01%
+37
3412
$1K ﹤0.01%
+12
3413
$1K ﹤0.01%
+100
3414
$1K ﹤0.01%
+31
3415
$1K ﹤0.01%
+32
3416
$1K ﹤0.01%
+474
3417
$1K ﹤0.01%
+14
3418
$1K ﹤0.01%
+72
3419
$1K ﹤0.01%
+34
3420
$1K ﹤0.01%
+125
3421
$1K ﹤0.01%
+22
3422
$1K ﹤0.01%
+50
3423
$1K ﹤0.01%
+26
3424
$1K ﹤0.01%
+63
3425
$1K ﹤0.01%
+450