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
3601
$0 ﹤0.01%
+10
3602
$0 ﹤0.01%
+9
3603
$0 ﹤0.01%
+6
3604
$0 ﹤0.01%
+29
3605
$0 ﹤0.01%
+17
3606
$0 ﹤0.01%
+11
3607
$0 ﹤0.01%
+5
3608
$0 ﹤0.01%
+12
3609
$0 ﹤0.01%
+5
3610
$0 ﹤0.01%
+2
3611
$0 ﹤0.01%
+29
3612
$0 ﹤0.01%
+13
3613
$0 ﹤0.01%
+15
3614
$0 ﹤0.01%
+5
3615
$0 ﹤0.01%
+3
3616
$0 ﹤0.01%
+1
3617
$0 ﹤0.01%
+200
3618
$0 ﹤0.01%
+14
3619
$0 ﹤0.01%
+3
3620
$0 ﹤0.01%
+4
3621
$0 ﹤0.01%
+3
3622
$0 ﹤0.01%
+2
3623
$0 ﹤0.01%
+24
3624
$0 ﹤0.01%
+5
3625
0