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
2001
$13K ﹤0.01%
688
2002
$13K ﹤0.01%
200
2003
$13K ﹤0.01%
455
2004
$13K ﹤0.01%
200
2005
$13K ﹤0.01%
243
2006
$12K ﹤0.01%
50
2007
$12K ﹤0.01%
75
2008
$12K ﹤0.01%
70
2009
$12K ﹤0.01%
1,377
2010
$12K ﹤0.01%
366
2011
$12K ﹤0.01%
156
2012
$12K ﹤0.01%
928
2013
$12K ﹤0.01%
404
2014
$12K ﹤0.01%
46
2015
$12K ﹤0.01%
231
2016
$12K ﹤0.01%
375
2017
$12K ﹤0.01%
86
2018
$12K ﹤0.01%
1,000
2019
$12K ﹤0.01%
443
2020
$12K ﹤0.01%
273
2021
$12K ﹤0.01%
450
2022
$12K ﹤0.01%
592
2023
$12K ﹤0.01%
719
2024
$12K ﹤0.01%
18
2025
$12K ﹤0.01%
194