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
2451
$8K ﹤0.01%
+91
2452
$8K ﹤0.01%
+100
2453
$8K ﹤0.01%
+190
2454
$8K ﹤0.01%
+306
2455
$8K ﹤0.01%
+600
2456
$8K ﹤0.01%
+485
2457
$8K ﹤0.01%
+59
2458
$8K ﹤0.01%
+404
2459
$8K ﹤0.01%
+232
2460
$8K ﹤0.01%
+401
2461
$8K ﹤0.01%
+135
2462
$8K ﹤0.01%
+416
2463
$8K ﹤0.01%
+452
2464
$8K ﹤0.01%
+199
2465
$8K ﹤0.01%
+500
2466
$8K ﹤0.01%
+783
2467
$8K ﹤0.01%
+132
2468
$8K ﹤0.01%
+1,000
2469
$8K ﹤0.01%
+200
2470
$8K ﹤0.01%
+363
2471
$8K ﹤0.01%
+158
2472
$8K ﹤0.01%
+221
2473
$8K ﹤0.01%
+26
2474
$8K ﹤0.01%
+660
2475
$8K ﹤0.01%
+87