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
551
$3K ﹤0.01%
+96
552
$3K ﹤0.01%
+90
553
$3K ﹤0.01%
+81
554
$3K ﹤0.01%
+47
555
$3K ﹤0.01%
+100
556
$3K ﹤0.01%
+21
557
$3K ﹤0.01%
+27
558
$3K ﹤0.01%
+202
559
$3K ﹤0.01%
+500
560
$3K ﹤0.01%
+34
561
$3K ﹤0.01%
+44
562
$3K ﹤0.01%
+450
563
$2K ﹤0.01%
+40
564
$2K ﹤0.01%
+64
565
$2K ﹤0.01%
+71
566
$2K ﹤0.01%
+48
567
$2K ﹤0.01%
+500
568
$2K ﹤0.01%
+250
569
$2K ﹤0.01%
+43
570
$2K ﹤0.01%
+31
571
$2K ﹤0.01%
+44
572
$2K ﹤0.01%
+15
573
$2K ﹤0.01%
+200
574
$2K ﹤0.01%
+57
575
$2K ﹤0.01%
+11
21 22
23
24 25