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
1751
$33K ﹤0.01%
+350
1752
$33K ﹤0.01%
+311
1753
$33K ﹤0.01%
+491
1754
$32K ﹤0.01%
+445
1755
$32K ﹤0.01%
+510
1756
$32K ﹤0.01%
+1,660
1757
$32K ﹤0.01%
+748
1758
$32K ﹤0.01%
+1,006
1759
$32K ﹤0.01%
+259
1760
$32K ﹤0.01%
+662
1761
$32K ﹤0.01%
+593
1762
$32K ﹤0.01%
+2,066
1763
$32K ﹤0.01%
+900
1764
$31K ﹤0.01%
+648
1765
$31K ﹤0.01%
+1,500
1766
$31K ﹤0.01%
+702
1767
$31K ﹤0.01%
+719
1768
$31K ﹤0.01%
+994
1769
$31K ﹤0.01%
+717
1770
$31K ﹤0.01%
+389
1771
$31K ﹤0.01%
+1,684
1772
$31K ﹤0.01%
+1,753
1773
$31K ﹤0.01%
+1,175
1774
$30K ﹤0.01%
+499
1775
$30K ﹤0.01%
+1,145