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
$12.5B
AUM Growth
$0
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,010
New
Increased
Reduced
Closed

Top Buys

1
+$13.8K

Top Sells

1
+$1.31M
2
+$703K
3
+$411K
4
CWI icon
SPDR MSCI ACWI ex-US ETF
CWI
+$48.5K
5
BP icon
BP
BP
+$16.5K

Sector Composition

1 Technology 6.48%
2 Healthcare 5.1%
3 Financials 3.69%
4 Industrials 2.75%
5 Consumer Discretionary 2.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$1.97M 0.02%
19,469
427
$1.96M 0.02%
10,150
428
$1.96M 0.02%
34,646
429
$1.96M 0.02%
31,756
430
$1.95M 0.02%
40,025
431
$1.95M 0.02%
12,364
432
$1.94M 0.02%
8,484
433
$1.93M 0.02%
34,425
434
$1.92M 0.02%
11,023
435
$1.92M 0.02%
26,526
436
$1.92M 0.02%
40,644
437
$1.9M 0.02%
36,181
438
$1.89M 0.02%
20,174
439
$1.89M 0.02%
30,210
440
$1.88M 0.02%
39,763
441
$1.88M 0.02%
7,995
442
$1.87M 0.01%
53,786
443
$1.87M 0.01%
21,273
444
$1.87M 0.01%
47,199
445
$1.86M 0.01%
15,863
446
$1.86M 0.01%
21,513
447
$1.85M 0.01%
20,759
448
$1.85M 0.01%
42,656
449
$1.85M 0.01%
5,235
450
$1.84M 0.01%
35,418
16 17
18
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