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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
2776
0
2777
$5K ﹤0.01%
+181
2778
$5K ﹤0.01%
+128
2779
$5K ﹤0.01%
+44
2780
$5K ﹤0.01%
+276
2781
$5K ﹤0.01%
+187
2782
$5K ﹤0.01%
+4,307
2783
$5K ﹤0.01%
+109
2784
$4K ﹤0.01%
+168
2785
$4K ﹤0.01%
+35
2786
$4K ﹤0.01%
+80
2787
$4K ﹤0.01%
+56
2788
$4K ﹤0.01%
+180
2789
$4K ﹤0.01%
+22
2790
$4K ﹤0.01%
+384
2791
$4K ﹤0.01%
+347
2792
$4K ﹤0.01%
+518
2793
$4K ﹤0.01%
+281
2794
$4K ﹤0.01%
+36
2795
$4K ﹤0.01%
+179
2796
$4K ﹤0.01%
+69
2797
$4K ﹤0.01%
+25
2798
$4K ﹤0.01%
+209
2799
$4K ﹤0.01%
+78
2800
$4K ﹤0.01%
+95