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
1476
$41K ﹤0.01%
542
1477
$41K ﹤0.01%
640
1478
$41K ﹤0.01%
1,261
1479
$41K ﹤0.01%
562
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1,598
1481
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308
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454
1483
$40K ﹤0.01%
588
1484
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865
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669
1486
$40K ﹤0.01%
1,464
1487
$40K ﹤0.01%
758
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834
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$40K ﹤0.01%
660
1490
$40K ﹤0.01%
1,748
1491
$40K ﹤0.01%
199
1492
$40K ﹤0.01%
1,294
1493
$40K ﹤0.01%
817
1494
$39K ﹤0.01%
2,098
1495
$39K ﹤0.01%
1,160
1496
$39K ﹤0.01%
197
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$39K ﹤0.01%
758
1498
$39K ﹤0.01%
1,037
1499
$39K ﹤0.01%
1,049
1500
$39K ﹤0.01%
189