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
2226
$12K ﹤0.01%
+33
2227
$12K ﹤0.01%
+877
2228
$12K ﹤0.01%
+443
2229
$12K ﹤0.01%
+218
2230
$12K ﹤0.01%
+100
2231
$12K ﹤0.01%
+1,358
2232
$12K ﹤0.01%
+439
2233
$12K ﹤0.01%
+700
2234
$12K ﹤0.01%
+356
2235
$12K ﹤0.01%
+404
2236
$12K ﹤0.01%
+287
2237
$12K ﹤0.01%
+331
2238
$12K ﹤0.01%
+272
2239
$12K ﹤0.01%
+375
2240
$12K ﹤0.01%
+850
2241
$12K ﹤0.01%
+313
2242
$12K ﹤0.01%
+94
2243
$12K ﹤0.01%
+443
2244
$12K ﹤0.01%
+291
2245
$12K ﹤0.01%
+478
2246
$12K ﹤0.01%
+192
2247
$12K ﹤0.01%
+193
2248
$12K ﹤0.01%
+713
2249
$12K ﹤0.01%
+744
2250
$12K ﹤0.01%
+225