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
2826
$4K ﹤0.01%
+239
2827
$4K ﹤0.01%
+43
2828
$4K ﹤0.01%
+225
2829
$4K ﹤0.01%
+523
2830
$4K ﹤0.01%
+78
2831
$4K ﹤0.01%
+789
2832
$4K ﹤0.01%
+281
2833
$4K ﹤0.01%
+36
2834
$4K ﹤0.01%
+179
2835
$4K ﹤0.01%
+69
2836
$4K ﹤0.01%
+25
2837
$4K ﹤0.01%
+209
2838
$4K ﹤0.01%
+78
2839
$4K ﹤0.01%
+95
2840
$4K ﹤0.01%
+84
2841
$4K ﹤0.01%
+100
2842
$4K ﹤0.01%
+196
2843
$4K ﹤0.01%
+120
2844
$4K ﹤0.01%
+300
2845
$4K ﹤0.01%
+95
2846
$4K ﹤0.01%
+91
2847
$4K ﹤0.01%
+60
2848
$4K ﹤0.01%
+291
2849
$4K ﹤0.01%
+218
2850
$4K ﹤0.01%
+33