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
2301
$11K ﹤0.01%
+194
2302
$11K ﹤0.01%
+311
2303
$11K ﹤0.01%
+109
2304
$11K ﹤0.01%
+209
2305
$11K ﹤0.01%
+108
2306
$11K ﹤0.01%
+389
2307
$11K ﹤0.01%
+1,531
2308
$11K ﹤0.01%
+229
2309
$11K ﹤0.01%
+595
2310
$11K ﹤0.01%
+305
2311
$11K ﹤0.01%
+4,150
2312
$11K ﹤0.01%
+81
2313
$11K ﹤0.01%
+582
2314
$11K ﹤0.01%
+2,597
2315
$11K ﹤0.01%
+87
2316
$11K ﹤0.01%
+116
2317
$11K ﹤0.01%
+313
2318
$11K ﹤0.01%
+452
2319
$11K ﹤0.01%
+442
2320
$11K ﹤0.01%
+1,093
2321
$11K ﹤0.01%
+621
2322
$11K ﹤0.01%
+699
2323
$11K ﹤0.01%
+450
2324
$11K ﹤0.01%
+132
2325
$11K ﹤0.01%
+189