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
$16K0%711
-72
-9%
-$1.62K
$16K0%1,599 New
+$16K
$15K0%829
+791
+2,082%
+$14.3K
$15K0%2,256
+975
+76%
+$6.48K
$15K0%413
-260
-39%
-$9.44K
$15K0%382 New
+$15K
$15K0%318 ––
$15K0%864
+690
+397%
+$12K
$15K0%4,086
+1,221
+43%
+$4.48K
$15K0%548 ––
$15K0%2,752
+2,698
+4,996%
+$14.7K
$15K0%2,852
+712
+33%
+$3.75K
$15K0%1,097
+130
+13%
+$1.78K
$15K0%236 New
+$15K
$15K0%605
+305
+102%
+$7.56K
$15K0%1,895
+1,531
+421%
+$12.1K
$15K0%3,479
+1,222
+54%
+$5.27K
$15K0%1,000 ––
$15K0%769
+10
+1%
+$195
$15K0%5,132
+5,092
+12,730%
+$14.9K
$15K0%254
+45
+22%
+$2.66K
$15K0%300
+88
+42%
+$4.4K
$15K0%1,299
+445
+52%
+$5.14K
$15K0%2,368
+862
+57%
+$5.46K
$15K0%2,361
+708
+43%
+$4.5K
1 153154155156157212