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
2151
$14K ﹤0.01%
+1,419
2152
$14K ﹤0.01%
+10
2153
$14K ﹤0.01%
+233
2154
$14K ﹤0.01%
+200
2155
$14K ﹤0.01%
+158
2156
$14K ﹤0.01%
+579
2157
$14K ﹤0.01%
+183
2158
$14K ﹤0.01%
+140
2159
$14K ﹤0.01%
+629
2160
$14K ﹤0.01%
+208
2161
$14K ﹤0.01%
+406
2162
$14K ﹤0.01%
+500
2163
$14K ﹤0.01%
+1,030
2164
$14K ﹤0.01%
+108
2165
$14K ﹤0.01%
+372
2166
$14K ﹤0.01%
+60
2167
$14K ﹤0.01%
+957
2168
$14K ﹤0.01%
+793
2169
$14K ﹤0.01%
+2,000
2170
$14K ﹤0.01%
+1,500
2171
$14K ﹤0.01%
+338
2172
$14K ﹤0.01%
+330
2173
$14K ﹤0.01%
+375
2174
$14K ﹤0.01%
+504
2175
$14K ﹤0.01%
+158