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
2051
$18K ﹤0.01%
+176
2052
$18K ﹤0.01%
+461
2053
$18K ﹤0.01%
+150
2054
$18K ﹤0.01%
+1,269
2055
$18K ﹤0.01%
+1,109
2056
$18K ﹤0.01%
+1,327
2057
$18K ﹤0.01%
+500
2058
$17K ﹤0.01%
+328
2059
$17K ﹤0.01%
+282
2060
$17K ﹤0.01%
+623
2061
$17K ﹤0.01%
+100
2062
$17K ﹤0.01%
+840
2063
$17K ﹤0.01%
+446
2064
$17K ﹤0.01%
+1,465
2065
$17K ﹤0.01%
+267
2066
$17K ﹤0.01%
+470
2067
$17K ﹤0.01%
+435
2068
$17K ﹤0.01%
+319
2069
$17K ﹤0.01%
+612
2070
$17K ﹤0.01%
+394
2071
$17K ﹤0.01%
+1,168
2072
$17K ﹤0.01%
+421
2073
$17K ﹤0.01%
+1,350
2074
$17K ﹤0.01%
+248
2075
$17K ﹤0.01%
+222