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
1026
$136K ﹤0.01%
9,608
1027
$136K ﹤0.01%
290
1028
$135K ﹤0.01%
8,996
1029
$134K ﹤0.01%
4,351
1030
$134K ﹤0.01%
16,922
1031
$134K ﹤0.01%
633
1032
$134K ﹤0.01%
9,500
1033
$134K ﹤0.01%
7,871
1034
$134K ﹤0.01%
1,590
1035
$133K ﹤0.01%
2,676
1036
$132K ﹤0.01%
3,864
1037
$131K ﹤0.01%
475
1038
$131K ﹤0.01%
670
1039
$131K ﹤0.01%
1,034
1040
$130K ﹤0.01%
5,000
1041
$130K ﹤0.01%
2,381
1042
$130K ﹤0.01%
2,500
1043
$129K ﹤0.01%
2,761
1044
$129K ﹤0.01%
1,422
1045
$128K ﹤0.01%
2,234
1046
$128K ﹤0.01%
1,154
1047
$128K ﹤0.01%
3,341
1048
$128K ﹤0.01%
1,767
1049
$128K ﹤0.01%
1,009
1050
$127K ﹤0.01%
2,007
40 41
42
43 44