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%
+87
2802
$4K ﹤0.01%
+410
2803
$4K ﹤0.01%
+60
2804
$4K ﹤0.01%
+90
2805
$4K ﹤0.01%
+384
2806
$4K ﹤0.01%
+48
2807
$4K ﹤0.01%
+84
2808
$4K ﹤0.01%
+158
2809
$4K ﹤0.01%
+28
2810
$4K ﹤0.01%
+7
2811
$4K ﹤0.01%
+465
2812
$4K ﹤0.01%
+31
2813
$4K ﹤0.01%
+21
2814
$4K ﹤0.01%
+95
2815
$4K ﹤0.01%
+220
2816
$4K ﹤0.01%
+91
2817
$4K ﹤0.01%
+67
2818
$4K ﹤0.01%
+85
2819
$4K ﹤0.01%
+263
2820
$4K ﹤0.01%
+271
2821
$4K ﹤0.01%
+25
2822
$4K ﹤0.01%
+396
2823
$4K ﹤0.01%
+225
2824
$4K ﹤0.01%
+61
2825
$4K ﹤0.01%
+660