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 Buys

1 +$818
2 +$162

Top Sells

1 +$29M
2 +$171K
3 +$135K
4
APH icon
Amphenol
APH
+$102K
5
TQQQ icon
ProShares UltraPro QQQ
TQQQ
+$79K

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
2301
$6K ﹤0.01%
300
2302
$6K ﹤0.01%
250
2303
$6K ﹤0.01%
334
2304
$6K ﹤0.01%
74
+2
2305
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375
2306
$6K ﹤0.01%
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2307
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53
2308
$6K ﹤0.01%
99
2309
$6K ﹤0.01%
179
2310
$6K ﹤0.01%
108
2311
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26
2312
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2313
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2314
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5
2315
$6K ﹤0.01%
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2316
$6K ﹤0.01%
235
2317
$6K ﹤0.01%
22
2318
$6K ﹤0.01%
676
2319
$6K ﹤0.01%
147
2320
$6K ﹤0.01%
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2321
$5K ﹤0.01%
602
2322
$5K ﹤0.01%
128
2323
$5K ﹤0.01%
467
2324
$5K ﹤0.01%
1,000
2325
$5K ﹤0.01%
84