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
+$8.27K
2
+$8.01K
3
+$5.41K

Top Sells

1
+$8.61M
2
+$11K
3
+$6.83K
4
BBBY
Bed Bath & Beyond
BBBY
+$2.28K
5
FBRX icon
Forte Biosciences
FBRX
+$2K

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
851
$230K ﹤0.01%
1,848
852
$229K ﹤0.01%
56
853
$229K ﹤0.01%
3,375
854
$229K ﹤0.01%
3,042
855
$229K ﹤0.01%
1,333
856
$228K ﹤0.01%
2,074
857
$228K ﹤0.01%
7,400
858
$227K ﹤0.01%
3,479
859
$227K ﹤0.01%
5,128
860
$227K ﹤0.01%
24,176
861
$225K ﹤0.01%
3,654
862
$224K ﹤0.01%
6,025
863
$224K ﹤0.01%
4,587
864
$224K ﹤0.01%
9,668
865
$224K ﹤0.01%
10,822
866
$223K ﹤0.01%
5,870
867
$223K ﹤0.01%
3,000
868
$223K ﹤0.01%
1,632
869
$222K ﹤0.01%
607
870
$222K ﹤0.01%
1,916
871
$221K ﹤0.01%
959
872
$219K ﹤0.01%
4,179
873
$219K ﹤0.01%
2,005
874
$218K ﹤0.01%
4,927
875
$218K ﹤0.01%
2,851
33 34
35
36 37