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
3576
$0 ﹤0.01%
+4
3577
$0 ﹤0.01%
+18
3578
$0 ﹤0.01%
+4
3579
$0 ﹤0.01%
+10
3580
0
3581
$0 ﹤0.01%
+14
3582
$0 ﹤0.01%
+12
3583
$0 ﹤0.01%
+10
3584
$0 ﹤0.01%
+27
3585
$0 ﹤0.01%
+3
3586
$0 ﹤0.01%
+17
3587
$0 ﹤0.01%
+41
3588
$0 ﹤0.01%
+2
3589
$0 ﹤0.01%
+17
3590
$0 ﹤0.01%
+3
3591
$0 ﹤0.01%
+28
3592
$0 ﹤0.01%
+2
3593
$0 ﹤0.01%
+6
3594
$0 ﹤0.01%
+8
3595
$0 ﹤0.01%
+3
3596
$0 ﹤0.01%
+8
3597
$0 ﹤0.01%
+8
3598
$0 ﹤0.01%
+40
3599
$0 ﹤0.01%
+35
3600
$0 ﹤0.01%
+5