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
576
$2K ﹤0.01%
+50
577
$2K ﹤0.01%
+21
578
$2K ﹤0.01%
+76
579
$2K ﹤0.01%
+38
580
$2K ﹤0.01%
+88
581
$2K ﹤0.01%
+49
582
$2K ﹤0.01%
+43
583
$2K ﹤0.01%
+27
584
$2K ﹤0.01%
+38
585
$2K ﹤0.01%
+40
586
$2K ﹤0.01%
+65
587
$2K ﹤0.01%
+102
588
$2K ﹤0.01%
+100
589
$2K ﹤0.01%
+69
590
$2K ﹤0.01%
+55
591
$2K ﹤0.01%
+80
592
$2K ﹤0.01%
+32
593
$2K ﹤0.01%
+72
594
$2K ﹤0.01%
+2,000
595
$2K ﹤0.01%
+670
596
$2K ﹤0.01%
+250
597
$1K ﹤0.01%
+31
598
$1K ﹤0.01%
+100
599
$1K ﹤0.01%
+145
600
$1K ﹤0.01%
+100
22 23
24
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