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
+$818
2
+$162

Top Sells

1
+$29M
2
+$171K
3
+$135K
4
APH icon
Amphenol
APH
+$102K
5
TQQQ icon
ProShares UltraPro QQQ
TQQQ
+$79K

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
2101
$10K ﹤0.01%
238
2102
$10K ﹤0.01%
590
2103
$10K ﹤0.01%
154
2104
$10K ﹤0.01%
333
2105
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322
2106
$10K ﹤0.01%
111
2107
$10K ﹤0.01%
287
2108
$10K ﹤0.01%
2,265
2109
$10K ﹤0.01%
470
2110
$10K ﹤0.01%
10
2111
$10K ﹤0.01%
2,504
2112
$10K ﹤0.01%
81
2113
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121
2114
$10K ﹤0.01%
300
2115
$10K ﹤0.01%
56
2116
$10K ﹤0.01%
462
2117
$10K ﹤0.01%
72
2118
$10K ﹤0.01%
196
2119
$10K ﹤0.01%
2,550
2120
$10K ﹤0.01%
324
2121
$10K ﹤0.01%
1,000
2122
$10K ﹤0.01%
165
2123
$10K ﹤0.01%
407
2124
$10K ﹤0.01%
704
2125
$10K ﹤0.01%
253
83 84
85
86 87