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
2701
$5K ﹤0.01%
+31
2702
$5K ﹤0.01%
+1,000
2703
$5K ﹤0.01%
+602
2704
$5K ﹤0.01%
+231
2705
$5K ﹤0.01%
+156
2706
$5K ﹤0.01%
+100
2707
$5K ﹤0.01%
+334
2708
$5K ﹤0.01%
+490
2709
$5K ﹤0.01%
+200
2710
$5K ﹤0.01%
+117
2711
$5K ﹤0.01%
+107
2712
$5K ﹤0.01%
+200
2713
$5K ﹤0.01%
+35
2714
$5K ﹤0.01%
+50
2715
$5K ﹤0.01%
+202
2716
$5K ﹤0.01%
+91
2717
$5K ﹤0.01%
+193
2718
$5K ﹤0.01%
+40
2719
$5K ﹤0.01%
+282
2720
$5K ﹤0.01%
+84
2721
$5K ﹤0.01%
+379
2722
$5K ﹤0.01%
+58
2723
$5K ﹤0.01%
+68
2724
$5K ﹤0.01%
+26
2725
$5K ﹤0.01%
+106