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
426
$12K ﹤0.01%
+68
427
$12K ﹤0.01%
+111
428
$12K ﹤0.01%
+1,006
429
$12K ﹤0.01%
+234
430
$12K ﹤0.01%
+215
431
$12K ﹤0.01%
+300
432
$12K ﹤0.01%
+19
433
$12K ﹤0.01%
+500
434
$12K ﹤0.01%
+253
435
$12K ﹤0.01%
+542
436
$12K ﹤0.01%
+400
437
$12K ﹤0.01%
+200
438
$12K ﹤0.01%
+1,000
439
$12K ﹤0.01%
+299
440
$11K ﹤0.01%
+1,200
441
$11K ﹤0.01%
+100
442
$11K ﹤0.01%
+1,092
443
$11K ﹤0.01%
+50
444
$11K ﹤0.01%
+268
445
$11K ﹤0.01%
+174
446
$10K ﹤0.01%
+302
447
$10K ﹤0.01%
+388
448
$10K ﹤0.01%
+556
449
$10K ﹤0.01%
+55
450
$9K ﹤0.01%
+100
16 17
18
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