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
1676
$39K ﹤0.01%
+10,087
1677
$39K ﹤0.01%
+2,995
1678
$39K ﹤0.01%
+1,545
1679
$39K ﹤0.01%
+986
1680
$39K ﹤0.01%
+584
1681
$39K ﹤0.01%
+1,607
1682
$39K ﹤0.01%
+863
1683
$38K ﹤0.01%
+326
1684
$38K ﹤0.01%
+2,302
1685
$38K ﹤0.01%
+1,917
1686
$38K ﹤0.01%
+372
1687
$38K ﹤0.01%
+329
1688
$38K ﹤0.01%
+141
1689
$38K ﹤0.01%
+496
1690
$37K ﹤0.01%
+483
1691
$37K ﹤0.01%
+436
1692
$37K ﹤0.01%
+702
1693
$37K ﹤0.01%
+1,497
1694
$37K ﹤0.01%
+1,124
1695
$37K ﹤0.01%
+438
1696
$37K ﹤0.01%
+30
1697
$37K ﹤0.01%
+2,000
1698
$37K ﹤0.01%
+2,327
1699
$37K ﹤0.01%
+554
1700
$37K ﹤0.01%
+2,093