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
+$13.8K

Top Sells

1
+$1.31M
2
+$703K
3
+$411K
4
CWI icon
SPDR MSCI ACWI ex-US ETF
CWI
+$48.5K
5
BP icon
BP
BP
+$16.5K

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
701
$435K ﹤0.01%
8,225
702
$432K ﹤0.01%
2,349
703
$422K ﹤0.01%
5,445
704
$422K ﹤0.01%
4,971
705
$412K ﹤0.01%
1,172
706
$411K ﹤0.01%
1,183
707
$411K ﹤0.01%
13,211
-13,211
708
$407K ﹤0.01%
4,767
709
$404K ﹤0.01%
825
710
$403K ﹤0.01%
4,690
711
$402K ﹤0.01%
3,975
712
$402K ﹤0.01%
5,419
713
$401K ﹤0.01%
6,320
714
$399K ﹤0.01%
4,153
715
$398K ﹤0.01%
14,046
716
$398K ﹤0.01%
6,570
717
$396K ﹤0.01%
1,244
718
$395K ﹤0.01%
2,708
719
$393K ﹤0.01%
4,228
720
$392K ﹤0.01%
13,390
721
$390K ﹤0.01%
1,666
722
$385K ﹤0.01%
14,414
723
$383K ﹤0.01%
2,950
724
$383K ﹤0.01%
5,782
725
$381K ﹤0.01%
5,255
27 28
29
30 31