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
1726
$23K ﹤0.01%
253
1727
$23K ﹤0.01%
176
1728
$23K ﹤0.01%
589
1729
$23K ﹤0.01%
249
1730
$23K ﹤0.01%
846
1731
$23K ﹤0.01%
851
1732
$23K ﹤0.01%
73
1733
$23K ﹤0.01%
758
1734
$23K ﹤0.01%
1,000
1735
$23K ﹤0.01%
147
1736
$23K ﹤0.01%
1,000
1737
$23K ﹤0.01%
601
1738
$22K ﹤0.01%
433
1739
$22K ﹤0.01%
350
1740
$22K ﹤0.01%
300
1741
$22K ﹤0.01%
872
1742
$22K ﹤0.01%
524
1743
$22K ﹤0.01%
153
1744
$22K ﹤0.01%
814
1745
$22K ﹤0.01%
105
1746
$22K ﹤0.01%
332
1747
$22K ﹤0.01%
1,934
1748
$22K ﹤0.01%
23
1749
$22K ﹤0.01%
265
1750
$22K ﹤0.01%
172
-86