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
526
$4K ﹤0.01%
+89
527
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+116
528
$4K ﹤0.01%
+85
529
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+36
530
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+150
531
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+2,500
532
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534
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535
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541
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542
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545
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547
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+58
548
$3K ﹤0.01%
+97
549
$3K ﹤0.01%
+56
550
$3K ﹤0.01%
+86