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
1876
$24K ﹤0.01%
+326
1877
$24K ﹤0.01%
+2,354
1878
$24K ﹤0.01%
+1,097
1879
$24K ﹤0.01%
+252
1880
$24K ﹤0.01%
+3,864
1881
$24K ﹤0.01%
+221
1882
$24K ﹤0.01%
+56
1883
$24K ﹤0.01%
+419
1884
$24K ﹤0.01%
+2,000
1885
$24K ﹤0.01%
+1,200
1886
$24K ﹤0.01%
+340
1887
$24K ﹤0.01%
+919
1888
$24K ﹤0.01%
+402
1889
$24K ﹤0.01%
+9,283
1890
$24K ﹤0.01%
+784
1891
$24K ﹤0.01%
+1,682
1892
$24K ﹤0.01%
+181
1893
$24K ﹤0.01%
+1,129
1894
$24K ﹤0.01%
+2,074
1895
$24K ﹤0.01%
+793
1896
$24K ﹤0.01%
+386
1897
$24K ﹤0.01%
+901
1898
$24K ﹤0.01%
+949
1899
$24K ﹤0.01%
+159
1900
$24K ﹤0.01%
+265