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 Sells

1 +$18.2M
2 +$11.5M
3 +$7.61M
4
TTD icon
Trade Desk
TTD
+$6.22M
5
ISCG icon
iShares Morningstar Small-Cap Growth ETF
ISCG
+$6.1M

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
201
$9.7M 0.08%
62,369
202
$9.35M 0.07%
90,783
203
$9.27M 0.07%
537,491
204
$9.27M 0.07%
132,328
205
$9.24M 0.07%
52,844
206
$9.22M 0.07%
15,096
207
$9M 0.07%
211,297
208
$8.94M 0.07%
213,482
209
$8.77M 0.07%
608,610
210
$8.76M 0.07%
149,772
211
$8.64M 0.07%
51,047
212
$8.63M 0.07%
51,310
213
$8.62M 0.07%
114,273
214
$8.61M 0.07%
383,829
215
$8.55M 0.07%
91,702
216
$8.34M 0.07%
131,519
217
$8.31M 0.07%
103,909
218
$8.3M 0.07%
125,141
219
$8.29M 0.07%
18,007
220
$8.28M 0.07%
82,845
221
$8.27M 0.07%
95,322
222
$8.26M 0.07%
140,757
223
$8.17M 0.07%
155,230
224
$8.14M 0.06%
165,142
225
$8.13M 0.06%
51,163