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
$980M
AUM Growth
-$53.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
684
New
Increased
Reduced
Closed

Top Buys

1 +$9.09M
2 +$8.33M
3 +$8.3M
4
MSFT icon
Microsoft
MSFT
+$8.25M
5
FDS icon
Factset
FDS
+$8.2M

Top Sells

1 +$12.8M
2 +$10.4M
3 +$9.81M
4
EBAY icon
eBay
EBAY
+$9.71M
5
TEL icon
TE Connectivity
TEL
+$9.47M

Sector Composition

1 Technology 18.58%
2 Industrials 16.28%
3 Healthcare 13.26%
4 Financials 11.05%
5 Consumer Staples 7.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
326
$31K ﹤0.01%
+1,319
327
$31K ﹤0.01%
+2,292
328
$30K ﹤0.01%
+260
329
$30K ﹤0.01%
+384
330
$30K ﹤0.01%
+2,357
331
$30K ﹤0.01%
+996
332
$29K ﹤0.01%
+420
333
$29K ﹤0.01%
+207
334
$29K ﹤0.01%
+300
335
$28K ﹤0.01%
+547
336
$28K ﹤0.01%
+1,852
337
$28K ﹤0.01%
+555
338
$26K ﹤0.01%
+700
339
$26K ﹤0.01%
+3,920
340
$26K ﹤0.01%
+398
341
$25K ﹤0.01%
+300
342
$25K ﹤0.01%
+29
343
$25K ﹤0.01%
+1,500
344
$25K ﹤0.01%
+2,400
345
$25K ﹤0.01%
+263
346
$25K ﹤0.01%
+216
347
$25K ﹤0.01%
+135
348
$25K ﹤0.01%
+732
349
$25K ﹤0.01%
+53
350
$24K ﹤0.01%
+588