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
$816M
AUM Growth
+$131M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
199
New
Increased
Reduced
Closed

Top Buys

1
+$10.9M
2
+$10.6M
3
+$9.97M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$9.87M
5
DD icon
DuPont de Nemours
DD
+$6.52M

Top Sells

1
+$9.07M
2
+$6.66M
3
+$5.81M
4
AAPL icon
Apple
AAPL
+$5.46M
5
FDN icon
First Trust Dow Jones Internet Index Fund ETF
FDN
+$5.13M

Sector Composition

1 Technology 18.71%
2 Industrials 17.35%
3 Healthcare 14.79%
4 Financials 9.38%
5 Consumer Discretionary 9.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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