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
1451
$43K ﹤0.01%
260
1452
$43K ﹤0.01%
2,511
1453
$43K ﹤0.01%
555
1454
$43K ﹤0.01%
249
1455
$43K ﹤0.01%
319
1456
$43K ﹤0.01%
123
1457
$43K ﹤0.01%
450
1458
$43K ﹤0.01%
989
1459
$43K ﹤0.01%
2,548
1460
$43K ﹤0.01%
20,400
1461
$43K ﹤0.01%
1,188
1462
$43K ﹤0.01%
575
1463
$42K ﹤0.01%
883
1464
$42K ﹤0.01%
764
1465
$42K ﹤0.01%
498
1466
$42K ﹤0.01%
1,500
1467
$42K ﹤0.01%
929
1468
$42K ﹤0.01%
636
1469
$42K ﹤0.01%
1,050
1470
$42K ﹤0.01%
1,031
1471
$42K ﹤0.01%
1,756
1472
$42K ﹤0.01%
1,175
1473
$41K ﹤0.01%
1,155
1474
$41K ﹤0.01%
1,304
1475
$41K ﹤0.01%
812
57 58
59
60 61