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
2201
$13K ﹤0.01%
+224
2202
$13K ﹤0.01%
+339
2203
$13K ﹤0.01%
+251
2204
$13K ﹤0.01%
+417
2205
$13K ﹤0.01%
+143
2206
$13K ﹤0.01%
+232
2207
$13K ﹤0.01%
+1,936
2208
$13K ﹤0.01%
+390
2209
$13K ﹤0.01%
+470
2210
$13K ﹤0.01%
+141
2211
$13K ﹤0.01%
+230
2212
$13K ﹤0.01%
+426
2213
$13K ﹤0.01%
+250
2214
$13K ﹤0.01%
+440
2215
$13K ﹤0.01%
+945
2216
$13K ﹤0.01%
+516
2217
$13K ﹤0.01%
+409
2218
$13K ﹤0.01%
+147
2219
$13K ﹤0.01%
+1,463
2220
$13K ﹤0.01%
+741
2221
$13K ﹤0.01%
+33
2222
$13K ﹤0.01%
+1,153
2223
$13K ﹤0.01%
+3,000
2224
$13K ﹤0.01%
+834
2225
$12K ﹤0.01%
+2,000