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
2326
$11K ﹤0.01%
+797
2327
$10K ﹤0.01%
+108
2328
$10K ﹤0.01%
+500
2329
$10K ﹤0.01%
+1,301
2330
$10K ﹤0.01%
+1,622
2331
$10K ﹤0.01%
+186
2332
$10K ﹤0.01%
+277
2333
$10K ﹤0.01%
+142
2334
$10K ﹤0.01%
+235
2335
$10K ﹤0.01%
+499
2336
$10K ﹤0.01%
+362
2337
$10K ﹤0.01%
+446
2338
$10K ﹤0.01%
+122
2339
$10K ﹤0.01%
+237
2340
$10K ﹤0.01%
+460
2341
$10K ﹤0.01%
+104
2342
$10K ﹤0.01%
+237
2343
$10K ﹤0.01%
+154
2344
$10K ﹤0.01%
+1,696
2345
$10K ﹤0.01%
+125
2346
$10K ﹤0.01%
+848
2347
$10K ﹤0.01%
+191
2348
$10K ﹤0.01%
+330
2349
$10K ﹤0.01%
+1,558
2350
$10K ﹤0.01%
+127