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
651
$0 ﹤0.01%
+70
652
$0 ﹤0.01%
+7
653
$0 ﹤0.01%
+18
654
– –
-4,361
655
– –
-3,831
656
$0 ﹤0.01%
+24
657
– –
-5,273
658
– –
0
659
$0 ﹤0.01%
+2
660
$0 ﹤0.01%
+7
661
$0 ﹤0.01%
+4
662
$0 ﹤0.01%
+100
663
$0 ﹤0.01%
+7
664
$0 ﹤0.01%
+49
665
$0 ﹤0.01%
+57
666
$0 ﹤0.01%
+3
667
$0 ﹤0.01%
+6
668
$0 ﹤0.01%
+4
669
$0 ﹤0.01%
+6
670
$0 ﹤0.01%
+23
671
$0 ﹤0.01%
+9
672
$0 ﹤0.01%
+6
673
– –
0
674
$0 ﹤0.01%
+2
675
$0 ﹤0.01%
+14
24 25 26
27
28