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
+$818
2
+$162

Top Sells

1
+$29M
2
+$171K
3
+$135K
4
APH icon
Amphenol
APH
+$102K
5
TQQQ icon
ProShares UltraPro QQQ
TQQQ
+$79K

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
601
$804K 0.01%
3,423
602
$787K 0.01%
7,065
603
$785K 0.01%
7,448
604
$784K 0.01%
26,090
605
$771K 0.01%
8,945
606
$769K 0.01%
13,002
607
$765K 0.01%
21,056
608
$756K 0.01%
6,483
609
$755K 0.01%
12,228
610
$753K 0.01%
8,256
611
$746K 0.01%
2,698
612
$742K 0.01%
17,625
613
$734K 0.01%
6,002
614
$728K 0.01%
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615
$724K 0.01%
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616
$718K 0.01%
10,151
617
$718K 0.01%
6,464
618
$710K 0.01%
25,252
619
$704K 0.01%
17,570
620
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21,722
621
$702K 0.01%
19,811
622
$692K 0.01%
5,849
623
$691K 0.01%
89,310
624
$687K 0.01%
18,515
625
$675K 0.01%
19,716
23 24
25
26 27