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
3626
$0 ﹤0.01%
+8
3627
$0 ﹤0.01%
+19
3628
$0 ﹤0.01%
+22
3629
0
3630
$0 ﹤0.01%
+1
3631
$0 ﹤0.01%
+5
3632
$0 ﹤0.01%
+2
3633
$0 ﹤0.01%
+1
3634
$0 ﹤0.01%
+1
3635
$0 ﹤0.01%
+17
3636
$0 ﹤0.01%
+5
3637
$0 ﹤0.01%
+14
3638
0
3639
$0 ﹤0.01%
+10
3640
$0 ﹤0.01%
+5
3641
$0 ﹤0.01%
+8
3642
$0 ﹤0.01%
+19
3643
$0 ﹤0.01%
+8
3644
$0 ﹤0.01%
+6
3645
$0 ﹤0.01%
+8
3646
$0 ﹤0.01%
+5
3647
$0 ﹤0.01%
+10
3648
$0 ﹤0.01%
+27
3649
$0 ﹤0.01%
+25
3650
$0 ﹤0.01%
+5