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
2426
$9K ﹤0.01%
+99
2427
$9K ﹤0.01%
+64
2428
$9K ﹤0.01%
+309
2429
$9K ﹤0.01%
+78
2430
$9K ﹤0.01%
+126
2431
$9K ﹤0.01%
+315
2432
$9K ﹤0.01%
+440
2433
$9K ﹤0.01%
+220
2434
$9K ﹤0.01%
+83
2435
$9K ﹤0.01%
+187
2436
$9K ﹤0.01%
+31
2437
$9K ﹤0.01%
+700
2438
$9K ﹤0.01%
+500
2439
$9K ﹤0.01%
+31
2440
$9K ﹤0.01%
+155
2441
$9K ﹤0.01%
+1,000
2442
$9K ﹤0.01%
+396
2443
$9K ﹤0.01%
+450
2444
$8K ﹤0.01%
+225
2445
$8K ﹤0.01%
+269
2446
$8K ﹤0.01%
+237
2447
$8K ﹤0.01%
+1,045
2448
$8K ﹤0.01%
+40
2449
$8K ﹤0.01%
+32
2450
$8K ﹤0.01%
+640