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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
2801
$4K ﹤0.01%
+84
2802
$4K ﹤0.01%
+100
2803
$4K ﹤0.01%
+196
2804
$4K ﹤0.01%
+120
2805
$4K ﹤0.01%
+300
2806
$4K ﹤0.01%
+95
2807
$4K ﹤0.01%
+91
2808
$4K ﹤0.01%
+60
2809
$4K ﹤0.01%
+291
2810
$4K ﹤0.01%
+73
2811
$4K ﹤0.01%
+394
2812
$4K ﹤0.01%
+218
2813
$4K ﹤0.01%
+33
2814
$4K ﹤0.01%
+176
2815
$4K ﹤0.01%
+200
2816
$4K ﹤0.01%
+759
2817
$4K ﹤0.01%
+450
2818
$4K ﹤0.01%
+143
2819
$4K ﹤0.01%
+83
2820
$4K ﹤0.01%
+79
2821
$4K ﹤0.01%
+187
2822
$4K ﹤0.01%
+184
2823
$4K ﹤0.01%
+130
2824
$4K ﹤0.01%
+105
2825
$4K ﹤0.01%
+52