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
$9K0%2,666 ––
$9K0%1,285 ––
$9K0%222 New
+$9K
$9K0%86
+6
+8%
+$628
$9K0%468 New
+$9K
$9K0%8,642 ––
$9K0%1,170
-11
-0.9%
-$85
$9K0%300 ––
$9K0%351
+336
+2,240%
+$8.62K
$9K0%3,082
+2,225
+260%
+$6.5K
$9K0%342
+147
+75%
+$3.87K
$9K0%760
+313
+70%
+$3.71K
$9K0%4,083
+2,771
+211%
+$6.11K
$9K0%627 ––
$9K0%367
-239
-39%
-$5.86K
$9K0%3,012
+1,913
+174%
+$5.72K
$9K0%233 ––
$9K0%662
+121
+22%
+$1.65K
$9K0%739
-2,723
-79%
-$33.2K
$9K0%984
+81
+9%
+$741
$9K0%363 ––
$9K0%350 ––
$9K0%2,500
+1,975
+376%
+$7.11K
$9K0%39 ––
$9K0%104
+7
+7%
+$606
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