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
1676
$26K ﹤0.01%
168
1677
$26K ﹤0.01%
202
1678
$25K ﹤0.01%
258
1679
$25K ﹤0.01%
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495
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$25K ﹤0.01%
1,098
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$25K ﹤0.01%
1,143
1683
$25K ﹤0.01%
909
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517
1686
$25K ﹤0.01%
661
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$25K ﹤0.01%
1,517
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$25K ﹤0.01%
579
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200
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241
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$25K ﹤0.01%
111
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$25K ﹤0.01%
1,362
1693
$25K ﹤0.01%
585
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400
1695
$24K ﹤0.01%
263
1696
$24K ﹤0.01%
1,116
1697
$24K ﹤0.01%
120
1698
$24K ﹤0.01%
750
1699
$24K ﹤0.01%
904
1700
$24K ﹤0.01%
159