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
2376
$5K ﹤0.01%
16
2377
$5K ﹤0.01%
234
2378
$5K ﹤0.01%
400
2379
$5K ﹤0.01%
61
2380
$5K ﹤0.01%
300
2381
$5K ﹤0.01%
36
2382
$5K ﹤0.01%
100
2383
$5K ﹤0.01%
200
2384
$4K ﹤0.01%
40
2385
$4K ﹤0.01%
19
2386
$4K ﹤0.01%
152
2387
$4K ﹤0.01%
138
2388
$4K ﹤0.01%
75
2389
$4K ﹤0.01%
21
2390
$4K ﹤0.01%
214
2391
$4K ﹤0.01%
48
2392
$4K ﹤0.01%
218
2393
$4K ﹤0.01%
600
2394
$4K ﹤0.01%
500
2395
$4K ﹤0.01%
102
2396
$4K ﹤0.01%
37
2397
$4K ﹤0.01%
100
2398
$4K ﹤0.01%
100
2399
$4K ﹤0.01%
773
2400
$4K ﹤0.01%
90