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
3426
$1K ﹤0.01%
+310
3427
$1K ﹤0.01%
+79
3428
$1K ﹤0.01%
+623
3429
$1K ﹤0.01%
+50
3430
$1K ﹤0.01%
+100
3431
$1K ﹤0.01%
+139
3432
$1K ﹤0.01%
+33
3433
$1K ﹤0.01%
+100
3434
$1K ﹤0.01%
+17
3435
$1K ﹤0.01%
+100
3436
$1K ﹤0.01%
+400
3437
$1K ﹤0.01%
+230
3438
$1K ﹤0.01%
+54
3439
$1K ﹤0.01%
+21
3440
$1K ﹤0.01%
+100
3441
$1K ﹤0.01%
+25
3442
$0 ﹤0.01%
+4
3443
$0 ﹤0.01%
+5
3444
$0 ﹤0.01%
+16
3445
$0 ﹤0.01%
+60
3446
$0 ﹤0.01%
+10
3447
0
3448
$0 ﹤0.01%
+10
3449
$0 ﹤0.01%
+29
3450
$0 ﹤0.01%
+3