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
2051
$11K ﹤0.01%
656
2052
$11K ﹤0.01%
191
2053
$11K ﹤0.01%
209
2054
$11K ﹤0.01%
346
2055
$11K ﹤0.01%
105
2056
$11K ﹤0.01%
1,558
2057
$11K ﹤0.01%
88
2058
$11K ﹤0.01%
918
2059
$11K ﹤0.01%
296
2060
$11K ﹤0.01%
663
2061
$11K ﹤0.01%
300
2062
$11K ﹤0.01%
73
2063
$11K ﹤0.01%
600
2064
$11K ﹤0.01%
165
2065
$11K ﹤0.01%
112
2066
$11K ﹤0.01%
150
2067
$11K ﹤0.01%
565
2068
$11K ﹤0.01%
1,105
2069
$11K ﹤0.01%
297
2070
$11K ﹤0.01%
6
2071
$11K ﹤0.01%
380
2072
$11K ﹤0.01%
117
+88
2073
$11K ﹤0.01%
159
2074
$11K ﹤0.01%
62
2075
$11K ﹤0.01%
164