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
2526
$7K ﹤0.01%
+38
2527
$7K ﹤0.01%
+775
2528
$7K ﹤0.01%
+113
2529
$7K ﹤0.01%
+500
2530
$7K ﹤0.01%
+89
2531
$7K ﹤0.01%
+193
2532
$7K ﹤0.01%
+213
2533
$7K ﹤0.01%
+79
2534
$7K ﹤0.01%
+178
2535
$7K ﹤0.01%
+47
2536
$7K ﹤0.01%
+105
2537
$7K ﹤0.01%
+269
2538
$7K ﹤0.01%
+315
2539
$7K ﹤0.01%
+36
2540
$7K ﹤0.01%
+606
2541
$7K ﹤0.01%
+86
2542
$7K ﹤0.01%
+121
2543
$7K ﹤0.01%
+135
2544
$7K ﹤0.01%
+497
2545
$7K ﹤0.01%
+48
2546
$7K ﹤0.01%
+199
2547
$7K ﹤0.01%
+158
2548
$7K ﹤0.01%
+1,631
2549
$7K ﹤0.01%
+11
2550
$7K ﹤0.01%
+165