Carson Wealth (CWM LLC)

Carson Wealth (CWM LLC) Portfolio holdings

AUM $36.9B
1-Year Est. Return 18.53%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.53%
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
2501
$8K ﹤0.01%
+315
2502
$8K ﹤0.01%
+53
2503
$8K ﹤0.01%
+167
2504
$8K ﹤0.01%
+228
2505
$8K ﹤0.01%
+940
2506
$8K ﹤0.01%
+165
2507
$8K ﹤0.01%
+168
2508
$8K ﹤0.01%
+260
2509
$8K ﹤0.01%
+1,007
2510
$8K ﹤0.01%
+691
2511
$8K ﹤0.01%
+198
2512
$8K ﹤0.01%
+175
2513
$7K ﹤0.01%
+381
2514
$7K ﹤0.01%
+729
2515
$7K ﹤0.01%
+123
2516
$7K ﹤0.01%
+860
2517
$7K ﹤0.01%
+23
2518
$7K ﹤0.01%
+787
2519
$7K ﹤0.01%
+403
2520
$7K ﹤0.01%
+36
2521
$7K ﹤0.01%
+255
2522
$7K ﹤0.01%
+50
2523
$7K ﹤0.01%
+319
2524
$7K ﹤0.01%
+148
2525
$7K ﹤0.01%
+261