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
2376
$10K ﹤0.01%
+725
2377
$10K ﹤0.01%
+411
2378
$9K ﹤0.01%
+99
2379
$9K ﹤0.01%
+631
2380
$9K ﹤0.01%
+260
2381
$9K ﹤0.01%
+157
2382
$9K ﹤0.01%
+968
2383
$9K ﹤0.01%
+449
2384
$9K ﹤0.01%
+1,473
2385
$9K ﹤0.01%
+333
2386
$9K ﹤0.01%
+397
2387
$9K ﹤0.01%
+183
2388
$9K ﹤0.01%
+257
2389
$9K ﹤0.01%
+700
2390
$9K ﹤0.01%
+426
2391
$9K ﹤0.01%
+62
2392
$9K ﹤0.01%
+191
2393
$9K ﹤0.01%
+85
2394
$9K ﹤0.01%
+1,106
2395
$9K ﹤0.01%
+223
2396
$9K ﹤0.01%
+56
2397
$9K ﹤0.01%
+61
2398
$9K ﹤0.01%
+296
2399
$9K ﹤0.01%
+26
2400
$9K ﹤0.01%
+194