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
876
$218K ﹤0.01%
922
877
$218K ﹤0.01%
5,560
878
$216K ﹤0.01%
4,226
879
$214K ﹤0.01%
9,644
880
$213K ﹤0.01%
2,566
881
$213K ﹤0.01%
1,779
882
$213K ﹤0.01%
1,217
883
$212K ﹤0.01%
11,963
884
$209K ﹤0.01%
10,371
885
$209K ﹤0.01%
6,120
886
$209K ﹤0.01%
1,294
887
$209K ﹤0.01%
4,476
888
$209K ﹤0.01%
6,108
889
$209K ﹤0.01%
2,550
890
$208K ﹤0.01%
1,039
891
$208K ﹤0.01%
1,263
892
$207K ﹤0.01%
6,415
893
$207K ﹤0.01%
13,533
894
$206K ﹤0.01%
851
895
$205K ﹤0.01%
284
896
$204K ﹤0.01%
2,720
897
$204K ﹤0.01%
842
898
$203K ﹤0.01%
3,520
899
$203K ﹤0.01%
4,609
900
$202K ﹤0.01%
7,694
34 35
36
37 38