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
1001
$146K ﹤0.01%
2,297
1002
$146K ﹤0.01%
3,630
1003
$146K ﹤0.01%
33,550
1004
$145K ﹤0.01%
954
1005
$145K ﹤0.01%
996
1006
$144K ﹤0.01%
762
1007
$144K ﹤0.01%
17,000
1008
$144K ﹤0.01%
326
1009
$144K ﹤0.01%
577
1010
$143K ﹤0.01%
1,723
1011
$142K ﹤0.01%
5,446
1012
$142K ﹤0.01%
7,812
1013
$141K ﹤0.01%
2,650
1014
$140K ﹤0.01%
7,000
1015
$140K ﹤0.01%
915
1016
$139K ﹤0.01%
1,166
1017
$139K ﹤0.01%
1,540
1018
$139K ﹤0.01%
4,199
1019
$139K ﹤0.01%
3,723
1020
$139K ﹤0.01%
6,757
1021
$138K ﹤0.01%
880
1022
$137K ﹤0.01%
678
1023
$137K ﹤0.01%
5,584
1024
$137K ﹤0.01%
3,537
1025
$136K ﹤0.01%
1,392
39 40
41
42 43