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
1851
$18K ﹤0.01%
1,000
1852
$17K ﹤0.01%
221
1853
$17K ﹤0.01%
1,052
1854
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1859
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1860
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1861
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1869
$17K ﹤0.01%
1,050
1870
$17K ﹤0.01%
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1871
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1872
$17K ﹤0.01%
782
1873
$17K ﹤0.01%
108
1874
$17K ﹤0.01%
840
1875
$17K ﹤0.01%
735