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
$12.5B
AUM Growth
$0
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,010
New
Increased
Reduced
Closed

Top Buys

1
+$8.27K
2
+$8.01K
3
+$5.41K

Top Sells

1
+$8.61M
2
+$11K
3
+$6.83K
4
BBBY
Bed Bath & Beyond
BBBY
+$2.28K
5
FBRX icon
Forte Biosciences
FBRX
+$2K

Sector Composition

1 Technology 6.48%
2 Healthcare 5.1%
3 Financials 3.69%
4 Industrials 2.75%
5 Consumer Discretionary 2.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$2.48M 0.02%
103,656
377
$2.47M 0.02%
43,287
378
$2.47M 0.02%
67,278
379
$2.45M 0.02%
24,976
380
$2.45M 0.02%
36,216
381
$2.44M 0.02%
11,228
382
$2.43M 0.02%
10,167
383
$2.38M 0.02%
44,468
384
$2.36M 0.02%
9,731
385
$2.35M 0.02%
10,528
386
$2.35M 0.02%
14,170
387
$2.35M 0.02%
68,446
388
$2.32M 0.02%
4,146
389
$2.31M 0.02%
77,994
390
$2.31M 0.02%
16,127
391
$2.29M 0.02%
38,008
392
$2.28M 0.02%
88,550
393
$2.27M 0.02%
104,901
394
$2.26M 0.02%
40,801
395
$2.24M 0.02%
65,965
396
$2.23M 0.02%
41,446
397
$2.22M 0.02%
4,524
398
$2.22M 0.02%
4,890
399
$2.22M 0.02%
21,527
400
$2.21M 0.02%
14,312
14 15
16
17 18