Carson Wealth (CWM LLC)

Carson Wealth (CWM LLC) Portfolio holdings

AUM $25.1B
AUM
$25.1B
AUM Growth
+$981M
Cap. Flow
+$1.5B
Cap. Flow %
5.99%
Top 10 Hldgs %
22.48%
Holding
5,286
New
173
Increased
2,920
Reduced
1,462
Closed
84

Top Buys

1
$122M
2
$82.6M
3
$81.3M
4
$77.5M
5
$71.4M

Top Sells

1
$128M
2
$109M
3
$83.5M
4
$74.6M
5
$70.4M

Sector Composition

1Technology8.16%
2Financials4.34%
3Healthcare3.5%
4Consumer Discretionary3%
5Communication Services2.62%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %		 Capital Flow
$19K0%343
+45
+15%
+$2.49K
$19K0%2,153
+241
+13%
+$2.13K
$19K0%4,759
+256
+6%
+$1.02K
$19K0%256 ––
$19K0%3,621 ––
$19K0%2,568
-204
-7%
-$1.51K
$19K0%5,692
+5,011
+736%
+$16.7K
$19K0%304
-156
-34%
-$9.75K
$19K0%1,316 ––
$19K0%1,830
+405
+28%
+$4.21K
$19K0%410 ––
$19K0%539
+279
+107%
+$9.84K
$19K0%104
+4
+4%
+$731
$19K0%2,137 ––
$19K0%209
+32
+18%
+$2.91K
$19K0%634 ––
$19K0%361
+37
+11%
+$1.95K
$19K0%7,911
+6,113
+340%
+$14.7K
$19K0%242
+71
+42%
+$5.57K
$19K0%1,357
-356
-21%
-$4.99K
$19K0%269
-48
-15%
-$3.39K
$19K0%3,131
+2,199
+236%
+$13.3K
$19K0%893
-2,244
-72%
-$47.7K
$19K0%765
+38
+5%
+$944
$19K0%2,611
+1,584
+154%
+$11.5K
1 147148149150151212