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
2576
$7K ﹤0.01%
+500
2577
$7K ﹤0.01%
+1,043
2578
$7K ﹤0.01%
+625
2579
$7K ﹤0.01%
+284
2580
$7K ﹤0.01%
+404
2581
$7K ﹤0.01%
+219
2582
$7K ﹤0.01%
+203
2583
$7K ﹤0.01%
+134
2584
$7K ﹤0.01%
+150
2585
$7K ﹤0.01%
+214
2586
$7K ﹤0.01%
+142
2587
$7K ﹤0.01%
+62
2588
$7K ﹤0.01%
+328
2589
$7K ﹤0.01%
+500
2590
$7K ﹤0.01%
+700
2591
$6K ﹤0.01%
+276
2592
$6K ﹤0.01%
+1,965
2593
$6K ﹤0.01%
+459
2594
$6K ﹤0.01%
+700
2595
$6K ﹤0.01%
+200
2596
$6K ﹤0.01%
+384
2597
$6K ﹤0.01%
+183
2598
$6K ﹤0.01%
+495
2599
$6K ﹤0.01%
+232
2600
$6K ﹤0.01%
+565