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
$13K0%1,737
+488
+39%
+$3.65K
$13K0%25,960 ––
$13K0%1,584
+479
+43%
+$3.93K
$13K0%2,468
+1,985
+411%
+$10.5K
$13K0%5,202
-357
-6%
-$892
$13K0%1,152
+561
+95%
+$6.33K
$13K0%4,829 ––
$13K0%1,117
-695
-38%
-$8.09K
$13K0%718
+446
+164%
+$8.08K
$13K0%590 ––
$13K0%140
+76
+119%
+$7.06K
$13K0%506
-40
-7%
-$1.03K
$13K0%1,631
+1,161
+247%
+$9.25K
$13K0%2,401
-566
-19%
-$3.07K
$13K0%476
+2
+0.4%
+$55
$13K0%565
+244
+76%
+$5.61K
$13K0%300 ––
$13K0%630 ––
$13K0%738
+682
+1,218%
+$12K
$13K0%8,362
+1,404
+20%
+$2.18K
$13K0%420
+134
+47%
+$4.15K
$13K0%602 New
+$13K
$13K0%795
+577
+265%
+$9.44K
$13K0%285
+32
+13%
+$1.46K
$13K0%630
+462
+275%
+$9.53K
1 157158159160161212