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
$14.2B
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,703
New
Increased
Reduced
Closed

Top Sells

No sells this quarter

Sector Composition

1 Technology 7.26%
2 Healthcare 5.46%
3 Financials 3.63%
4 Consumer Discretionary 2.55%
5 Industrials 2.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1451
$68K ﹤0.01%
+305
1452
$68K ﹤0.01%
+926
1453
$68K ﹤0.01%
+264
1454
$68K ﹤0.01%
+657
1455
$68K ﹤0.01%
+455
1456
$67K ﹤0.01%
+2,770
1457
$67K ﹤0.01%
+767
1458
$67K ﹤0.01%
+2,888
1459
$67K ﹤0.01%
+1,263
1460
$67K ﹤0.01%
+1,798
1461
$67K ﹤0.01%
+317
1462
$67K ﹤0.01%
+771
1463
$66K ﹤0.01%
+1,657
1464
$66K ﹤0.01%
+469
1465
$66K ﹤0.01%
+1,448
1466
$66K ﹤0.01%
+781
1467
$66K ﹤0.01%
+862
1468
$65K ﹤0.01%
+243
1469
$65K ﹤0.01%
+1,374
1470
$65K ﹤0.01%
+1,055
1471
$65K ﹤0.01%
+544
1472
$65K ﹤0.01%
+1,205
1473
$65K ﹤0.01%
+2,351
1474
$64K ﹤0.01%
+368
1475
$64K ﹤0.01%
+1,447