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
$8K0%742
+29
+4%
+$313
$8K0%6,040
+6,013
+22,270%
+$7.96K
$8K0%191
+47
+33%
+$1.97K
$8K0%635
-554
-47%
-$6.98K
$8K0%614 ––
$8K0%232 New
+$8K
$8K0%554
+314
+131%
+$4.53K
$8K0%627
+562
+865%
+$7.17K
$8K0%835 ––
$8K0%1,699 New
+$8K
$8K0%520
+514
+8,567%
+$7.91K
$8K0%1,784
+726
+69%
+$3.26K
$8K0%2,459
+859
+54%
+$2.8K
$8K0%239
+181
+312%
+$6.06K
$8K0%271
-167
-38%
-$4.93K
$8K0%5,621
+5,320
+1,767%
+$7.57K
$8K0%305 New
+$8K
$8K0%1,926 New
+$8K
$8K0%450
+355
+374%
+$6.31K
$8K0%859 ––
$8K0%341 ––
$8K0%269
+177
+192%
+$5.26K
$8K0%201 ––
$8K0%710
+401
+130%
+$4.52K
$7K0%2,617
+292
+13%
+$781
1 168169170171172212