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
1651
$28K ﹤0.01%
3,600
1652
$27K ﹤0.01%
1,038
1653
$27K ﹤0.01%
1,784
1654
$27K ﹤0.01%
1,205
1655
$27K ﹤0.01%
143
1656
$27K ﹤0.01%
2,007
1657
$27K ﹤0.01%
485
1658
$27K ﹤0.01%
1,255
1659
$27K ﹤0.01%
1,500
1660
$27K ﹤0.01%
500
1661
$27K ﹤0.01%
235
1662
$27K ﹤0.01%
1,181
1663
$27K ﹤0.01%
827
1664
$27K ﹤0.01%
433
1665
$26K ﹤0.01%
388
1666
$26K ﹤0.01%
781
1667
$26K ﹤0.01%
530
1668
$26K ﹤0.01%
429
1669
$26K ﹤0.01%
401
1670
$26K ﹤0.01%
779
1671
$26K ﹤0.01%
253
1672
$26K ﹤0.01%
624
1673
$26K ﹤0.01%
773
1674
$26K ﹤0.01%
954
1675
$26K ﹤0.01%
198
65 66
67
68 69