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
401
$14K ﹤0.01%
+270
402
$14K ﹤0.01%
+804
403
$14K ﹤0.01%
+516
404
$14K ﹤0.01%
+396
405
$14K ﹤0.01%
+400
406
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+836
407
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+202
408
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+296
409
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+200
410
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+50
411
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+199
412
$13K ﹤0.01%
+265
413
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+509
414
$13K ﹤0.01%
+450
415
$13K ﹤0.01%
+477
416
$13K ﹤0.01%
+680
417
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+74
418
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419
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+28
420
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+400
421
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+118
422
$13K ﹤0.01%
+128
423
$13K ﹤0.01%
+1,073
424
$13K ﹤0.01%
+62
425
$12K ﹤0.01%
+300