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
2401
$9K ﹤0.01%
+164
2402
$9K ﹤0.01%
+158
2403
$9K ﹤0.01%
+263
2404
$9K ﹤0.01%
+362
2405
$9K ﹤0.01%
+44
2406
$9K ﹤0.01%
+1,508
2407
$9K ﹤0.01%
+188
2408
$9K ﹤0.01%
+135
2409
$9K ﹤0.01%
+513
2410
$9K ﹤0.01%
+43
2411
$9K ﹤0.01%
+101
2412
$9K ﹤0.01%
+390
2413
$9K ﹤0.01%
+275
2414
$9K ﹤0.01%
+488
2415
$9K ﹤0.01%
+84
2416
$9K ﹤0.01%
+334
2417
$9K ﹤0.01%
+233
2418
$9K ﹤0.01%
+502
2419
$9K ﹤0.01%
+95
2420
$9K ﹤0.01%
+240
2421
$9K ﹤0.01%
+73
2422
$9K ﹤0.01%
+279
2423
$9K ﹤0.01%
+638
2424
$9K ﹤0.01%
+366
2425
$9K ﹤0.01%
+333