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
3551
$0 ﹤0.01%
+50
3552
$0 ﹤0.01%
+11
3553
$0 ﹤0.01%
+1
3554
$0 ﹤0.01%
+9
3555
$0 ﹤0.01%
+30
3556
$0 ﹤0.01%
+4
3557
$0 ﹤0.01%
+3
3558
$0 ﹤0.01%
+3
3559
$0 ﹤0.01%
+6
3560
$0 ﹤0.01%
+6
3561
$0 ﹤0.01%
+5
3562
$0 ﹤0.01%
+22
3563
$0 ﹤0.01%
+44
3564
$0 ﹤0.01%
+120
3565
$0 ﹤0.01%
+8
3566
0
3567
$0 ﹤0.01%
+38
3568
$0 ﹤0.01%
+31
3569
$0 ﹤0.01%
+3
3570
$0 ﹤0.01%
+3
3571
$0 ﹤0.01%
+100
3572
$0 ﹤0.01%
+4
3573
$0 ﹤0.01%
+1
3574
$0 ﹤0.01%
+29
3575
$0 ﹤0.01%
+4