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
2076
$17K ﹤0.01%
+141
2077
$17K ﹤0.01%
+517
2078
$17K ﹤0.01%
+570
2079
$17K ﹤0.01%
+748
2080
$17K ﹤0.01%
+3,745
2081
$17K ﹤0.01%
+312
2082
$17K ﹤0.01%
+584
2083
$17K ﹤0.01%
+969
2084
$17K ﹤0.01%
+80
2085
$17K ﹤0.01%
+323
2086
$17K ﹤0.01%
+337
2087
$17K ﹤0.01%
+161
2088
$17K ﹤0.01%
+1,656
2089
$17K ﹤0.01%
+877
2090
$17K ﹤0.01%
+165
2091
$17K ﹤0.01%
+506
2092
$17K ﹤0.01%
+335
2093
$17K ﹤0.01%
+730
2094
$17K ﹤0.01%
+179
2095
$16K ﹤0.01%
+340
2096
$16K ﹤0.01%
+450
2097
$16K ﹤0.01%
+126
2098
$16K ﹤0.01%
+478
2099
$16K ﹤0.01%
+517
2100
$16K ﹤0.01%
+443