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
$5K0%366 ––
$5K0%2,797
+1,861
+199%
+$3.33K
$5K0%717
+142
+25%
+$990
$5K0%1,674 ––
$5K0%9,734
+7,661
+370%
+$3.94K
$5K0%292
+143
+96%
+$2.45K
$5K0%582
+93
+19%
+$799
$5K0%143
+69
+93%
+$2.41K
$5K0%412 ––
$5K0%240
-10
-4%
-$208
$5K0%171
+11
+7%
+$322
$5K0%422 ––
$5K0%3,862
+2,060
+114%
+$2.67K
$5K0%1,211
-786
-39%
-$3.25K
$5K0%225 ––
$5K0%254
+32
+14%
+$630
$5K0%1,249
-253
-17%
-$1.01K
$5K0%153
+133
+665%
+$4.35K
$5K0%5,536
+4,686
+551%
+$4.23K
$5K0%392
+200
+104%
+$2.55K
$5K0%1,954
+722
+59%
+$1.85K
$5K0%230
+30
+15%
+$652
$5K0%407 ––
$5K0%128 New
+$5K
$5K0%164
+27
+20%
+$823
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