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
1601
$31K ﹤0.01%
2,182
1602
$31K ﹤0.01%
572
1603
$31K ﹤0.01%
387
1604
$31K ﹤0.01%
539
1605
$31K ﹤0.01%
194
1606
$31K ﹤0.01%
936
1607
$31K ﹤0.01%
940
1608
$31K ﹤0.01%
1,342
1609
$31K ﹤0.01%
1,538
1610
$30K ﹤0.01%
1,660
1611
$30K ﹤0.01%
990
1612
$30K ﹤0.01%
1,785
1613
$30K ﹤0.01%
200
1614
$30K ﹤0.01%
454
1615
$30K ﹤0.01%
1,097
1616
$30K ﹤0.01%
633
1617
$30K ﹤0.01%
1,550
1618
$30K ﹤0.01%
745
1619
$30K ﹤0.01%
1,561
1620
$30K ﹤0.01%
1,236
1621
$30K ﹤0.01%
361
1622
$30K ﹤0.01%
1,220
1623
$29K ﹤0.01%
279
1624
$29K ﹤0.01%
916
1625
$29K ﹤0.01%
766