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
2026
$19K ﹤0.01%
+949
2027
$19K ﹤0.01%
+1,055
2028
$19K ﹤0.01%
+283
2029
$19K ﹤0.01%
+4,069
2030
$19K ﹤0.01%
+98
2031
$19K ﹤0.01%
+854
2032
$19K ﹤0.01%
+1,180
2033
$19K ﹤0.01%
+417
2034
$19K ﹤0.01%
+126
2035
$18K ﹤0.01%
+221
2036
$18K ﹤0.01%
+72
2037
$18K ﹤0.01%
+370
2038
$18K ﹤0.01%
+696
2039
$18K ﹤0.01%
+800
2040
$18K ﹤0.01%
+550
2041
$18K ﹤0.01%
+626
2042
$18K ﹤0.01%
+701
2043
$18K ﹤0.01%
+729
2044
$18K ﹤0.01%
+263
2045
$18K ﹤0.01%
+376
2046
$18K ﹤0.01%
+502
2047
$18K ﹤0.01%
+655
2048
$18K ﹤0.01%
+386
2049
$18K ﹤0.01%
+111
2050
$18K ﹤0.01%
+209