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 +$818
2 +$162

Top Sells

1 +$29M
2 +$171K
3 +$135K
4
APH icon
Amphenol
APH
+$102K
5
TQQQ icon
ProShares UltraPro QQQ
TQQQ
+$79K

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
1751
$22K ﹤0.01%
468
1752
$22K ﹤0.01%
1,290
1753
$22K ﹤0.01%
675
1754
$22K ﹤0.01%
856
1755
$22K ﹤0.01%
50
1756
$22K ﹤0.01%
1,056
1757
$22K ﹤0.01%
109
1758
$22K ﹤0.01%
175
1759
$22K ﹤0.01%
1,272
1760
$22K ﹤0.01%
34
1761
$22K ﹤0.01%
98
1762
$22K ﹤0.01%
150
1763
$21K ﹤0.01%
149
1764
$21K ﹤0.01%
11
1765
$21K ﹤0.01%
295
1766
$21K ﹤0.01%
451
1767
$21K ﹤0.01%
460
1768
$21K ﹤0.01%
230
1769
$21K ﹤0.01%
576
1770
$21K ﹤0.01%
271
1771
$21K ﹤0.01%
793
1772
$21K ﹤0.01%
601
1773
$21K ﹤0.01%
108
1774
$21K ﹤0.01%
368
1775
$21K ﹤0.01%
919