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
$980M
AUM Growth
-$53.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
684
New
Increased
Reduced
Closed

Top Buys

1
+$9.09M
2
+$8.33M
3
+$8.3M
4
MSFT icon
Microsoft
MSFT
+$8.25M
5
FDS icon
Factset
FDS
+$8.2M

Top Sells

1
+$12.8M
2
+$10.4M
3
+$9.81M
4
EBAY icon
eBay
EBAY
+$9.71M
5
TEL icon
TE Connectivity
TEL
+$9.47M

Sector Composition

1 Technology 18.58%
2 Industrials 16.28%
3 Healthcare 13.26%
4 Financials 11.05%
5 Consumer Staples 7.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$23K ﹤0.01%
+512
352
$23K ﹤0.01%
+200
353
$23K ﹤0.01%
+525
354
$23K ﹤0.01%
668
-184,436
355
$23K ﹤0.01%
+861
356
$23K ﹤0.01%
+1,210
357
$22K ﹤0.01%
+550
358
$22K ﹤0.01%
+125
359
$22K ﹤0.01%
+571
360
$21K ﹤0.01%
+833
361
$21K ﹤0.01%
+227
362
$21K ﹤0.01%
+432
363
$21K ﹤0.01%
+1,050
364
$21K ﹤0.01%
+959
365
$21K ﹤0.01%
+736
366
$21K ﹤0.01%
+341
367
$20K ﹤0.01%
+504
368
$20K ﹤0.01%
+850
369
$20K ﹤0.01%
+860
370
$19K ﹤0.01%
+183
371
$19K ﹤0.01%
+410
372
$19K ﹤0.01%
+727
373
$19K ﹤0.01%
+377
374
$19K ﹤0.01%
3,250
375
$19K ﹤0.01%
1,404
-339,274
13 14
15
16 17