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
3451
$0 ﹤0.01%
+10
3452
$0 ﹤0.01%
+101
3453
$0 ﹤0.01%
+499
3454
$0 ﹤0.01%
+14
3455
$0 ﹤0.01%
+4
3456
$0 ﹤0.01%
+50
3457
$0 ﹤0.01%
+79
3458
$0 ﹤0.01%
+16
3459
$0 ﹤0.01%
+5
3460
$0 ﹤0.01%
+62
3461
$0 ﹤0.01%
+5
3462
$0 ﹤0.01%
+9
3463
$0 ﹤0.01%
+7
3464
$0 ﹤0.01%
+4
3465
$0 ﹤0.01%
+36
3466
$0 ﹤0.01%
+20
3467
$0 ﹤0.01%
+17
3468
$0 ﹤0.01%
+2
3469
$0 ﹤0.01%
+5
3470
$0 ﹤0.01%
+55
3471
$0 ﹤0.01%
+7
3472
$0 ﹤0.01%
+12
3473
$0 ﹤0.01%
+4
3474
$0 ﹤0.01%
+47
3475
$0 ﹤0.01%
+30