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
3651
$0 ﹤0.01%
+5
3652
$0 ﹤0.01%
+48
3653
$0 ﹤0.01%
+5
3654
$0 ﹤0.01%
+4
3655
0
3656
$0 ﹤0.01%
+4
3657
$0 ﹤0.01%
+1
3658
$0 ﹤0.01%
+47
3659
$0 ﹤0.01%
+24
3660
$0 ﹤0.01%
+67
3661
$0 ﹤0.01%
+1
3662
$0 ﹤0.01%
+17
3663
$0 ﹤0.01%
+2
3664
$0 ﹤0.01%
+3
3665
$0 ﹤0.01%
+5
3666
$0 ﹤0.01%
+1
3667
$0 ﹤0.01%
+12
3668
$0 ﹤0.01%
+15
3669
$0 ﹤0.01%
+25
3670
$0 ﹤0.01%
+10
3671
$0 ﹤0.01%
+7
3672
0
3673
$0 ﹤0.01%
+10
3674
$0 ﹤0.01%
+12
3675
$0 ﹤0.01%
+5