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 Sells

1 +$18.2M
2 +$11.5M
3 +$7.61M
4
TTD icon
Trade Desk
TTD
+$6.22M
5
ISCG icon
iShares Morningstar Small-Cap Growth ETF
ISCG
+$6.1M

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%
616
2052
$11K ﹤0.01%
656
2053
$11K ﹤0.01%
191
2054
$11K ﹤0.01%
209
2055
$11K ﹤0.01%
346
2056
$11K ﹤0.01%
105
2057
$11K ﹤0.01%
1,558
2058
$11K ﹤0.01%
88
2059
$11K ﹤0.01%
918
2060
$11K ﹤0.01%
296
2061
$11K ﹤0.01%
663
2062
$11K ﹤0.01%
300
2063
$11K ﹤0.01%
73
2064
$11K ﹤0.01%
600
2065
$11K ﹤0.01%
165
2066
$11K ﹤0.01%
112
2067
$11K ﹤0.01%
150
2068
$11K ﹤0.01%
565
2069
$11K ﹤0.01%
1,105
2070
$11K ﹤0.01%
297
2071
$11K ﹤0.01%
23
+17
2072
$11K ﹤0.01%
380
2073
$11K ﹤0.01%
117
2074
$11K ﹤0.01%
159
2075
$11K ﹤0.01%
62