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
2851
$4K ﹤0.01%
+176
2852
$4K ﹤0.01%
+200
2853
$4K ﹤0.01%
+79
2854
$4K ﹤0.01%
+187
2855
$4K ﹤0.01%
+184
2856
$4K ﹤0.01%
+130
2857
$4K ﹤0.01%
+105
2858
$4K ﹤0.01%
+52
2859
$4K ﹤0.01%
+230
2860
$4K ﹤0.01%
+411
2861
$4K ﹤0.01%
+102
2862
$4K ﹤0.01%
+215
2863
$4K ﹤0.01%
+49
2864
$4K ﹤0.01%
+19
2865
$4K ﹤0.01%
+203
2866
$4K ﹤0.01%
+217
2867
$4K ﹤0.01%
+203
2868
$4K ﹤0.01%
+255
2869
$4K ﹤0.01%
+273
2870
$4K ﹤0.01%
+96
2871
$4K ﹤0.01%
+305
2872
$4K ﹤0.01%
+50
2873
$4K ﹤0.01%
+168
2874
$4K ﹤0.01%
+35
2875
$4K ﹤0.01%
+80