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
2276
$11K ﹤0.01%
+208
2277
$11K ﹤0.01%
+446
2278
$11K ﹤0.01%
+668
2279
$11K ﹤0.01%
+104
2280
$11K ﹤0.01%
+491
2281
$11K ﹤0.01%
+105
2282
$11K ﹤0.01%
+90
2283
$11K ﹤0.01%
+134
2284
$11K ﹤0.01%
+147
2285
$11K ﹤0.01%
+550
2286
$11K ﹤0.01%
+1,145
2287
$11K ﹤0.01%
+449
2288
$11K ﹤0.01%
+861
2289
$11K ﹤0.01%
+401
2290
$11K ﹤0.01%
+120
2291
$11K ﹤0.01%
+687
2292
$11K ﹤0.01%
+113
2293
$11K ﹤0.01%
+419
2294
$11K ﹤0.01%
+307
2295
$11K ﹤0.01%
+240
2296
$11K ﹤0.01%
+70
2297
$11K ﹤0.01%
+47
2298
$11K ﹤0.01%
+209
2299
$11K ﹤0.01%
+661
2300
$11K ﹤0.01%
+171