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
2076
$11K ﹤0.01%
164
2077
$11K ﹤0.01%
1,199
2078
$11K ﹤0.01%
725
2079
$10K ﹤0.01%
250
2080
$10K ﹤0.01%
225
2081
$10K ﹤0.01%
500
2082
$10K ﹤0.01%
1,025
2083
$10K ﹤0.01%
134
2084
$10K ﹤0.01%
104
2085
$10K ﹤0.01%
137
2086
$10K ﹤0.01%
861
2087
$10K ﹤0.01%
189
2088
$10K ﹤0.01%
1,480
2089
$10K ﹤0.01%
400
2090
$10K ﹤0.01%
535
2091
$10K ﹤0.01%
237
2092
$10K ﹤0.01%
460
2093
$10K ﹤0.01%
584
2094
$10K ﹤0.01%
104
2095
$10K ﹤0.01%
20
2096
$10K ﹤0.01%
210
2097
$10K ﹤0.01%
500
2098
$10K ﹤0.01%
342
2099
$10K ﹤0.01%
47
2100
$10K ﹤0.01%
1,000