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
$816M
AUM Growth
+$131M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
199
New
Increased
Reduced
Closed

Top Buys

1
+$10.9M
2
+$10.6M
3
+$9.97M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$9.87M
5
DD icon
DuPont de Nemours
DD
+$6.52M

Top Sells

1
+$9.07M
2
+$6.66M
3
+$5.81M
4
AAPL icon
Apple
AAPL
+$5.46M
5
FDN icon
First Trust Dow Jones Internet Index Fund ETF
FDN
+$5.13M

Sector Composition

1 Technology 18.71%
2 Industrials 17.35%
3 Healthcare 14.79%
4 Financials 9.38%
5 Consumer Discretionary 9.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$4.98M 0.6%
81,581
-82,489
52
$4.97M 0.6%
220,240
+40,966
53
$4.97M 0.6%
187,818
+130,019
54
$4.94M 0.6%
+226,752
55
$4.93M 0.6%
52,192
+37,904
56
$4.88M 0.59%
+92,081
57
$4.85M 0.59%
133,630
+17,264
58
$4.62M 0.56%
68,929
+47,381
59
$4.58M 0.56%
123,244
+17,292
60
$4.49M 0.54%
164,596
+28,316
61
$4.48M 0.54%
300,972
+89,050
62
$4.46M 0.54%
40,146
+29,227
63
$4.41M 0.53%
70,834
+53,879
64
$4.36M 0.53%
47,240
+6,971
65
$4.23M 0.51%
119,269
+17,841
66
$4.21M 0.51%
56,286
+31,146
67
$4.18M 0.51%
67,241
+46,675
68
$4.14M 0.5%
44,190
+29,021
69
$4.13M 0.5%
473,489
+72,791
70
$4.12M 0.5%
62,892
+45,496
71
$4.07M 0.49%
116,261
+19,043
72
$4.06M 0.49%
76,195
+55,565
73
$4.06M 0.49%
55,624
+38,269
74
$4.02M 0.49%
+173,884
75
$4.01M 0.49%
33,090
+6,836
1 2
3
4 5