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
+$818
2
+$162

Top Sells

1
+$29M
2
+$171K
3
+$135K
4
APH icon
Amphenol
APH
+$102K
5
TQQQ icon
ProShares UltraPro QQQ
TQQQ
+$79K

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
926
$186K ﹤0.01%
3,608
927
$186K ﹤0.01%
1,547
928
$185K ﹤0.01%
3,631
929
$184K ﹤0.01%
1,256
930
$183K ﹤0.01%
3,019
931
$183K ﹤0.01%
4,324
932
$182K ﹤0.01%
9,790
933
$180K ﹤0.01%
13,204
934
$179K ﹤0.01%
2,104
935
$179K ﹤0.01%
737
936
$179K ﹤0.01%
6,398
937
$179K ﹤0.01%
4,602
938
$177K ﹤0.01%
3,032
939
$177K ﹤0.01%
1,781
940
$176K ﹤0.01%
7,347
941
$175K ﹤0.01%
1,238
942
$175K ﹤0.01%
4,143
943
$175K ﹤0.01%
10,786
944
$175K ﹤0.01%
562
945
$174K ﹤0.01%
8,890
946
$174K ﹤0.01%
2,887
947
$173K ﹤0.01%
5,688
948
$173K ﹤0.01%
1,728
949
$173K ﹤0.01%
4,450
950
$172K ﹤0.01%
11,352
36 37
38
39 40