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Carson Wealth (CWM LLC)

Carson Wealth (CWM LLC) Portfolio holdings

AUM $38B
1-Year Est. Return 19.67%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.67%
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 7.25%
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
2476
$8K ﹤0.01%
+57
2477
$8K ﹤0.01%
+291
2478
$8K ﹤0.01%
+8
2479
$8K ﹤0.01%
+315
2480
$8K ﹤0.01%
+53
2481
$8K ﹤0.01%
+167
2482
$8K ﹤0.01%
+228
2483
$8K ﹤0.01%
+940
2484
$8K ﹤0.01%
+165
2485
$8K ﹤0.01%
+168
2486
$8K ﹤0.01%
+260
2487
$8K ﹤0.01%
+49
2488
$8K ﹤0.01%
+245
2489
$8K ﹤0.01%
+1,007
2490
$8K ﹤0.01%
+691
2491
$8K ﹤0.01%
+198
2492
$8K ﹤0.01%
+175
2493
$8K ﹤0.01%
+90
2494
$8K ﹤0.01%
+111
2495
$8K ﹤0.01%
+234
2496
$8K ﹤0.01%
+200
2497
$8K ﹤0.01%
+300
2498
$8K ﹤0.01%
+176
2499
$8K ﹤0.01%
+400
2500
$8K ﹤0.01%
+669