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
476
$1.71M 0.01%
17,591
477
$1.7M 0.01%
44,253
478
$1.69M 0.01%
9,751
479
$1.69M 0.01%
28,889
480
$1.66M 0.01%
30,526
481
$1.65M 0.01%
44,196
482
$1.65M 0.01%
44,574
483
$1.64M 0.01%
13,534
484
$1.63M 0.01%
6,665
485
$1.61M 0.01%
2,557
486
$1.61M 0.01%
51,989
487
$1.59M 0.01%
45,859
488
$1.58M 0.01%
10,218
489
$1.57M 0.01%
10,780
490
$1.57M 0.01%
26,064
491
$1.56M 0.01%
26,619
492
$1.55M 0.01%
7,982
493
$1.54M 0.01%
31,306
494
$1.51M 0.01%
13,533
495
$1.51M 0.01%
34,167
496
$1.51M 0.01%
9,224
497
$1.51M 0.01%
31,620
498
$1.5M 0.01%
155,505
499
$1.47M 0.01%
84,276
500
$1.46M 0.01%
19,944
18 19
20
21 22