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
+$13.8K

Top Sells

1
+$1.31M
2
+$703K
3
+$411K
4
CWI icon
SPDR MSCI ACWI ex-US ETF
CWI
+$48.5K
5
BP icon
BP
BP
+$16.5K

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
1301
$63K ﹤0.01%
1,109
1302
$63K ﹤0.01%
931
1303
$63K ﹤0.01%
1,453
1304
$63K ﹤0.01%
1,456
1305
$63K ﹤0.01%
242
1306
$62K ﹤0.01%
894
1307
$62K ﹤0.01%
1,140
1308
$62K ﹤0.01%
1,199
1309
$62K ﹤0.01%
2,147
1310
$62K ﹤0.01%
7,320
1311
$62K ﹤0.01%
6,546
1312
$62K ﹤0.01%
867
1313
$61K ﹤0.01%
2,688
1314
$61K ﹤0.01%
1,536
1315
$61K ﹤0.01%
238
1316
$61K ﹤0.01%
341
1317
$61K ﹤0.01%
251
1318
$60K ﹤0.01%
928
1319
$60K ﹤0.01%
1,147
1320
$60K ﹤0.01%
1,218
1321
$59K ﹤0.01%
286
1322
$59K ﹤0.01%
706
1323
$59K ﹤0.01%
2,975
1324
$59K ﹤0.01%
2,092
1325
$59K ﹤0.01%
555
51 52
53
54 55