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
1076
$117K ﹤0.01%
6,500
1077
$117K ﹤0.01%
1,536
1078
$117K ﹤0.01%
2,520
1079
$117K ﹤0.01%
8,509
1080
$116K ﹤0.01%
2,416
1081
$116K ﹤0.01%
402
1082
$116K ﹤0.01%
3,722
1083
$116K ﹤0.01%
3,762
1084
$116K ﹤0.01%
324
1085
$115K ﹤0.01%
2,168
1086
$115K ﹤0.01%
1,246
1087
$115K ﹤0.01%
216
1088
$114K ﹤0.01%
779
1089
$113K ﹤0.01%
1,233
1090
$113K ﹤0.01%
754
1091
$113K ﹤0.01%
141
1092
$113K ﹤0.01%
730
1093
$113K ﹤0.01%
2,246
1094
$112K ﹤0.01%
407
1095
$112K ﹤0.01%
8,079
1096
$112K ﹤0.01%
4,031
1097
$110K ﹤0.01%
4,302
1098
$110K ﹤0.01%
2,642
1099
$109K ﹤0.01%
73
1100
$109K ﹤0.01%
229
42 43
44
45 46