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
$6K0%4,162
+4,092
+5,846%
+$5.9K
$6K0%1,183
+25
+2%
+$127
$6K0%1,360
-992
-42%
-$4.38K
$6K0%92
+33
+56%
+$2.15K
$6K0%1,268
+681
+116%
+$3.22K
$6K0%2,315
-154
-6%
-$399
$6K0%1,100
+254
+30%
+$1.39K
$6K0%101
+40
+66%
+$2.38K
$6K0%671 ––
$6K0%101
+11
+12%
+$653
$6K0%3,086
+2,322
+304%
+$4.52K
$6K0%1,614
+96
+6%
+$357
$6K0%495
+257
+108%
+$3.12K
$6K0%699
+17
+2%
+$146
$6K0%255
+64
+34%
+$1.51K
$6K0%479
-48
-9%
-$601
$6K0%209
+61
+41%
+$1.75K
$6K0%4,508
+1,808
+67%
+$2.41K
$6K0%685
+4
+0.6%
+$35
$6K0%460 ––
$6K0%670
+294
+78%
+$2.63K
$6K0%125
+7
+6%
+$336
$6K0%208
-103
-33%
-$2.97K
$6K0%334 ––
$6K0%67 New
+$6K
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