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
1801
$20K ﹤0.01%
585
1802
$20K ﹤0.01%
17
1803
$20K ﹤0.01%
2,000
1804
$20K ﹤0.01%
800
1805
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500
1806
$20K ﹤0.01%
1,076
1807
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625
1808
$19K ﹤0.01%
358
1809
$19K ﹤0.01%
8,410
1810
$19K ﹤0.01%
200
1811
$19K ﹤0.01%
300
1812
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683
1813
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579
1814
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1,000
1815
$19K ﹤0.01%
100
1816
$19K ﹤0.01%
499
1817
$19K ﹤0.01%
380
1818
$19K ﹤0.01%
126
1819
$19K ﹤0.01%
1,103
1820
$19K ﹤0.01%
350
1821
$19K ﹤0.01%
347
1822
$19K ﹤0.01%
700
1823
$18K ﹤0.01%
469
1824
$18K ﹤0.01%
208
1825
$18K ﹤0.01%
294