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
451
$9K ﹤0.01%
+83
452
$9K ﹤0.01%
+700
453
$9K ﹤0.01%
+282
454
$9K ﹤0.01%
+168
455
$9K ﹤0.01%
+335
456
$9K ﹤0.01%
+150
457
$9K ﹤0.01%
+300
458
$9K ﹤0.01%
+300
459
$9K ﹤0.01%
+457
460
$8K ﹤0.01%
+505
461
$8K ﹤0.01%
+150
462
$8K ﹤0.01%
+150
463
$8K ﹤0.01%
+890
464
$8K ﹤0.01%
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465
$8K ﹤0.01%
+300
466
$8K ﹤0.01%
+132
467
$8K ﹤0.01%
+1,866
468
$8K ﹤0.01%
+189
469
$8K ﹤0.01%
+120
470
$8K ﹤0.01%
672
-20,060
471
$8K ﹤0.01%
+41
472
$8K ﹤0.01%
+42
473
$7K ﹤0.01%
+160
474
$7K ﹤0.01%
+417
475
$7K ﹤0.01%
+100