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
2801
$4K ﹤0.01%
+225
2802
$4K ﹤0.01%
+523
2803
$4K ﹤0.01%
+784
2804
$4K ﹤0.01%
+789
2805
$4K ﹤0.01%
+281
2806
$4K ﹤0.01%
+36
2807
$4K ﹤0.01%
+179
2808
$4K ﹤0.01%
+69
2809
$4K ﹤0.01%
+25
2810
$4K ﹤0.01%
+209
2811
$4K ﹤0.01%
+78
2812
$4K ﹤0.01%
+95
2813
$4K ﹤0.01%
+84
2814
$4K ﹤0.01%
+100
2815
$4K ﹤0.01%
+196
2816
$4K ﹤0.01%
+120
2817
$4K ﹤0.01%
+300
2818
$4K ﹤0.01%
+95
2819
$4K ﹤0.01%
+91
2820
$4K ﹤0.01%
+60
2821
$4K ﹤0.01%
+291
2822
$4K ﹤0.01%
+73
2823
$4K ﹤0.01%
+394
2824
$4K ﹤0.01%
+218
2825
$4K ﹤0.01%
+33