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
2176
$14K ﹤0.01%
+360
2177
$14K ﹤0.01%
+224
2178
$14K ﹤0.01%
+995
2179
$14K ﹤0.01%
+1,770
2180
$14K ﹤0.01%
+672
2181
$14K ﹤0.01%
+88
2182
$14K ﹤0.01%
+311
2183
$14K ﹤0.01%
+1,021
2184
$13K ﹤0.01%
+235
2185
$13K ﹤0.01%
+184
2186
$13K ﹤0.01%
+698
2187
$13K ﹤0.01%
+198
2188
$13K ﹤0.01%
+237
2189
$13K ﹤0.01%
+124
2190
$13K ﹤0.01%
+381
2191
$13K ﹤0.01%
+680
2192
$13K ﹤0.01%
+347
2193
$13K ﹤0.01%
+158
2194
$13K ﹤0.01%
+453
2195
$13K ﹤0.01%
+767
2196
$13K ﹤0.01%
+108
2197
$13K ﹤0.01%
+872
2198
$13K ﹤0.01%
+341
2199
$13K ﹤0.01%
+747
2200
$13K ﹤0.01%
+278