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
2251
$12K ﹤0.01%
+150
2252
$12K ﹤0.01%
+359
2253
$12K ﹤0.01%
+150
2254
$12K ﹤0.01%
+255
2255
$12K ﹤0.01%
+212
2256
$12K ﹤0.01%
+101
2257
$12K ﹤0.01%
+2,002
2258
$12K ﹤0.01%
+85
2259
$12K ﹤0.01%
+87
2260
$12K ﹤0.01%
+465
2261
$12K ﹤0.01%
+350
2262
$12K ﹤0.01%
+305
2263
$12K ﹤0.01%
+239
2264
$12K ﹤0.01%
+585
2265
$12K ﹤0.01%
+439
2266
0
2267
$12K ﹤0.01%
+41
2268
$12K ﹤0.01%
+260
2269
$12K ﹤0.01%
+500
2270
$12K ﹤0.01%
+433
2271
$12K ﹤0.01%
+418
2272
$12K ﹤0.01%
+561
2273
$12K ﹤0.01%
+198
2274
$12K ﹤0.01%
+243
2275
$11K ﹤0.01%
+156