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
1526
$56K ﹤0.01%
+621
1527
$56K ﹤0.01%
+921
1528
$56K ﹤0.01%
+611
1529
$56K ﹤0.01%
+752
1530
$56K ﹤0.01%
+794
1531
$55K ﹤0.01%
+1,131
1532
$55K ﹤0.01%
+580
1533
$55K ﹤0.01%
+543
1534
$55K ﹤0.01%
+600
1535
$55K ﹤0.01%
+640
1536
$55K ﹤0.01%
+3,072
1537
$55K ﹤0.01%
+290
1538
$54K ﹤0.01%
+3,123
1539
$54K ﹤0.01%
+1,220
1540
$54K ﹤0.01%
+1,530
1541
$54K ﹤0.01%
+1,284
1542
$54K ﹤0.01%
+577
1543
$53K ﹤0.01%
+1,936
1544
$53K ﹤0.01%
+5,660
1545
$53K ﹤0.01%
+3,197
1546
$53K ﹤0.01%
+625
1547
$53K ﹤0.01%
+3,469
1548
$52K ﹤0.01%
+783
1549
$52K ﹤0.01%
+187
1550
$52K ﹤0.01%
+756