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
3676
$0 ﹤0.01%
+17
3677
$0 ﹤0.01%
+17
3678
$0 ﹤0.01%
+2
3679
$0 ﹤0.01%
+45
3680
0
3681
$0 ﹤0.01%
+22
3682
$0 ﹤0.01%
+13
3683
$0 ﹤0.01%
+3
3684
$0 ﹤0.01%
+8
3685
$0 ﹤0.01%
+7
3686
$0 ﹤0.01%
+50
3687
$0 ﹤0.01%
+7
3688
0
3689
$0 ﹤0.01%
+6
3690
$0 ﹤0.01%
+2
3691
$0 ﹤0.01%
+7
3692
$0 ﹤0.01%
+5
3693
$0 ﹤0.01%
+6
3694
$0 ﹤0.01%
+16
3695
$0 ﹤0.01%
+20
3696
$0 ﹤0.01%
+154
3697
$0 ﹤0.01%
+4
3698
$0 ﹤0.01%
+17
3699
$0 ﹤0.01%
+2
3700
$0 ﹤0.01%
+8