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
1951
$22K ﹤0.01%
+403
1952
$22K ﹤0.01%
+540
1953
$22K ﹤0.01%
+306
1954
$22K ﹤0.01%
+212
1955
$22K ﹤0.01%
+1,145
1956
$21K ﹤0.01%
+855
1957
$21K ﹤0.01%
+179
1958
$21K ﹤0.01%
+348
1959
$21K ﹤0.01%
+409
1960
$21K ﹤0.01%
+622
1961
$21K ﹤0.01%
+228
1962
$21K ﹤0.01%
+904
1963
$21K ﹤0.01%
+1,285
1964
$21K ﹤0.01%
+200
1965
$21K ﹤0.01%
+1,100
1966
$21K ﹤0.01%
+1,159
1967
$21K ﹤0.01%
+213
1968
$21K ﹤0.01%
+779
1969
$21K ﹤0.01%
+172
1970
$21K ﹤0.01%
+248
1971
$21K ﹤0.01%
+1,327
1972
$21K ﹤0.01%
+176
1973
$21K ﹤0.01%
+57
1974
$21K ﹤0.01%
+896
1975
$21K ﹤0.01%
+98