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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
2826
$4K ﹤0.01%
+230
2827
$4K ﹤0.01%
+411
2828
$4K ﹤0.01%
+102
2829
$4K ﹤0.01%
+215
2830
$4K ﹤0.01%
+49
2831
$4K ﹤0.01%
+203
2832
$4K ﹤0.01%
+52
2833
$4K ﹤0.01%
+344
2834
$4K ﹤0.01%
+244
2835
$4K ﹤0.01%
+360
2836
$4K ﹤0.01%
+105
2837
$4K ﹤0.01%
+93
2838
$4K ﹤0.01%
+94
2839
$4K ﹤0.01%
+168
2840
$4K ﹤0.01%
+47
2841
$4K ﹤0.01%
+265
2842
$4K ﹤0.01%
+300
2843
$4K ﹤0.01%
+573
2844
$4K ﹤0.01%
+1,045
2845
$4K ﹤0.01%
+335
2846
$4K ﹤0.01%
+28
2847
$4K ﹤0.01%
+8
2848
$4K ﹤0.01%
+192
2849
$4K ﹤0.01%
+660
2850
$4K ﹤0.01%
+41