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
801
$279K ﹤0.01%
2,903
802
$279K ﹤0.01%
42,862
803
$276K ﹤0.01%
6,266
804
$272K ﹤0.01%
6,602
805
$272K ﹤0.01%
7,483
806
$271K ﹤0.01%
2,907
807
$270K ﹤0.01%
1,550
808
$268K ﹤0.01%
3,822
809
$268K ﹤0.01%
10,204
810
$268K ﹤0.01%
5,030
811
$266K ﹤0.01%
5,499
812
$266K ﹤0.01%
4,395
813
$263K ﹤0.01%
4,800
814
$263K ﹤0.01%
1,626
815
$263K ﹤0.01%
4,043
816
$262K ﹤0.01%
2,976
817
$261K ﹤0.01%
12,328
818
$260K ﹤0.01%
3,072
819
$259K ﹤0.01%
2,458
820
$259K ﹤0.01%
2,486
821
$258K ﹤0.01%
1,042
822
$258K ﹤0.01%
1,905
823
$257K ﹤0.01%
9,268
824
$257K ﹤0.01%
6,000
825
$255K ﹤0.01%
5,953
31 32
33
34 35