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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
2626
$6K ﹤0.01%
+102
2627
$6K ﹤0.01%
+130
2628
$6K ﹤0.01%
+300
2629
$6K ﹤0.01%
+160
2630
$6K ﹤0.01%
+40
2631
$6K ﹤0.01%
+100
2632
$6K ﹤0.01%
+807
2633
$6K ﹤0.01%
+114
2634
$6K ﹤0.01%
+203
2635
$6K ﹤0.01%
+447
2636
$6K ﹤0.01%
+180
2637
$6K ﹤0.01%
+474
2638
$6K ﹤0.01%
+163
2639
$6K ﹤0.01%
+100
2640
$6K ﹤0.01%
+201
2641
$6K ﹤0.01%
+904
2642
$6K ﹤0.01%
+116
2643
$6K ﹤0.01%
+276
2644
$6K ﹤0.01%
+162
2645
$6K ﹤0.01%
+48
2646
$6K ﹤0.01%
+105
2647
$6K ﹤0.01%
+43
2648
$6K ﹤0.01%
+43
2649
$6K ﹤0.01%
+1,000
2650
$6K ﹤0.01%
+156