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
1701
$37K ﹤0.01%
+484
1702
$37K ﹤0.01%
+610
1703
$37K ﹤0.01%
+1,022
1704
$36K ﹤0.01%
+917
1705
$36K ﹤0.01%
+866
1706
$36K ﹤0.01%
+1,700
1707
$36K ﹤0.01%
+830
1708
$36K ﹤0.01%
+946
1709
$36K ﹤0.01%
+1,350
1710
$36K ﹤0.01%
+667
1711
$36K ﹤0.01%
+1,549
1712
$35K ﹤0.01%
+1,942
1713
$35K ﹤0.01%
+2,508
1714
$35K ﹤0.01%
+1,054
1715
$35K ﹤0.01%
+111
1716
$35K ﹤0.01%
+4,284
1717
$35K ﹤0.01%
+257
1718
$35K ﹤0.01%
+658
1719
$35K ﹤0.01%
+676
1720
$35K ﹤0.01%
+203
1721
$35K ﹤0.01%
+637
1722
$35K ﹤0.01%
+194
1723
$35K ﹤0.01%
+93
1724
$35K ﹤0.01%
+1,631
1725
$35K ﹤0.01%
+7,176