Carson Wealth (CWM LLC) Portfolio holdings
AUM
$28.4B
This Quarter Return
+9.27%
1 Year Return
+14.63%
3 Year Return
+48.89%
5 Year Return
–
10 Year Return
–
AUM
$28.4B
AUM Growth
+$28.4B
(+13%)
Cap. Flow
+$1.41B
Cap. Flow
% of AUM
4.98%
Top 10 Holdings %
Top 10 Hldgs %
20.83%
Holding
5,390
New
189
Increased
2,830
Reduced
1,585
Closed
151
Top Buys
Top Sells
Sector Composition
| 1 | Technology | 9.46% |
| 2 | Financials | 4.11% |
| 3 | Consumer Discretionary | 3.23% |
| 4 | Healthcare | 3.15% |
| 5 | Communication Services | 2.68% |
