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
376
$18K ﹤0.01%
+150
377
$18K ﹤0.01%
+200
378
$18K ﹤0.01%
+200
379
$18K ﹤0.01%
+400
380
$18K ﹤0.01%
+964
381
$18K ﹤0.01%
+1,000
382
$18K ﹤0.01%
+676
383
$17K ﹤0.01%
+2,500
384
$17K ﹤0.01%
+52
385
$17K ﹤0.01%
+1,200
386
$17K ﹤0.01%
+1,100
387
$17K ﹤0.01%
+380
388
$17K ﹤0.01%
74
-12,553
389
$16K ﹤0.01%
+1,118
390
$16K ﹤0.01%
+210
391
$16K ﹤0.01%
+197
392
$16K ﹤0.01%
+141
393
$16K ﹤0.01%
+144
394
$16K ﹤0.01%
+112
395
$15K ﹤0.01%
+352
396
$15K ﹤0.01%
+262
397
$15K ﹤0.01%
+300
398
$15K ﹤0.01%
+767
399
$15K ﹤0.01%
+458
400
$14K ﹤0.01%
+134
14 15
16
17 18