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
$14K0%945
-26
-3%
-$385
$14K0%457
+214
+88%
+$6.56K
$14K0%423
+341
+416%
+$11.3K
$14K0%331
+69
+26%
+$2.92K
$14K0%2,516
+808
+47%
+$4.5K
$14K0%856
-1,050
-55%
-$17.2K
$14K0%358
+35
+11%
+$1.37K
$14K0%1,071
-147
-12%
-$1.92K
$14K0%150 ––
$14K0%2,015
+1,373
+214%
+$9.54K
$14K0%179
+60
+50%
+$4.69K
$14K0%10,275 ––
$14K0%342
-39
-10%
-$1.6K
$14K0%2,089
-353
-14%
-$2.37K
$14K0%1,098
-1,252
-53%
-$16K
$14K0%1,008
+204
+25%
+$2.83K
$14K0%1,169
+484
+71%
+$5.8K
$14K0%755
+465
+160%
+$8.62K
$14K0%2,181
+1,353
+163%
+$8.69K
$14K0%287
-31
-10%
-$1.51K
$14K0%201
+59
+42%
+$4.11K
$14K0%1,772
-3,184
-64%
-$25.2K
$14K0%704
-182
-21%
-$3.62K
$14K0%1,803
+99
+6%
+$769
$14K0%4,070
+583
+17%
+$2.01K
1 155156157158159212