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
3526
$0 ﹤0.01%
+2
3527
$0 ﹤0.01%
+5
3528
0
3529
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+5
3530
$0 ﹤0.01%
+36
3531
$0 ﹤0.01%
+40
3532
$0 ﹤0.01%
+5
3533
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+3
3534
$0 ﹤0.01%
+2
3535
$0 ﹤0.01%
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3536
$0 ﹤0.01%
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3537
$0 ﹤0.01%
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3538
0
3539
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3540
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+3
3541
$0 ﹤0.01%
+3
3542
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+1
3543
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3544
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+269
3545
$0 ﹤0.01%
+84
3546
0
3547
$0 ﹤0.01%
+1
3548
$0 ﹤0.01%
+7
3549
$0 ﹤0.01%
+3
3550
$0 ﹤0.01%
+50