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
+$8.27K
2
+$8.01K
3
+$5.41K

Top Sells

1
+$8.61M
2
+$11K
3
+$6.83K
4
BBBY
Bed Bath & Beyond
BBBY
+$2.28K
5
FBRX icon
Forte Biosciences
FBRX
+$2K

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
576
$909K 0.01%
49,767
577
$909K 0.01%
22,501
578
$896K 0.01%
13,357
579
$893K 0.01%
13,017
580
$893K 0.01%
49,986
581
$890K 0.01%
10,812
582
$889K 0.01%
18,173
583
$888K 0.01%
12,614
584
$874K 0.01%
9,847
585
$870K 0.01%
14,275
586
$867K 0.01%
4,010
587
$866K 0.01%
26,816
588
$859K 0.01%
48,957
589
$858K 0.01%
17,292
590
$854K 0.01%
13,874
591
$854K 0.01%
16,230
592
$840K 0.01%
26,190
593
$836K 0.01%
53,719
594
$835K 0.01%
2,309
595
$829K 0.01%
13,117
596
$823K 0.01%
13,507
597
$823K 0.01%
20,155
598
$821K 0.01%
10,761
599
$818K 0.01%
3,772
600
$806K 0.01%
10,169
22 23
24
25 26