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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
2851
$4K ﹤0.01%
+28
2852
$4K ﹤0.01%
+58
2853
$4K ﹤0.01%
+219
2854
$4K ﹤0.01%
+135
2855
$4K ﹤0.01%
+117
2856
$4K ﹤0.01%
+44
2857
$4K ﹤0.01%
+87
2858
$4K ﹤0.01%
+65
2859
$4K ﹤0.01%
+1,041
2860
$4K ﹤0.01%
+66
2861
$4K ﹤0.01%
+71
2862
$4K ﹤0.01%
+1,000
2863
$4K ﹤0.01%
+101
2864
$4K ﹤0.01%
+40
2865
$4K ﹤0.01%
+87
2866
$4K ﹤0.01%
+410
2867
$4K ﹤0.01%
+60
2868
$4K ﹤0.01%
+90
2869
$4K ﹤0.01%
+13
2870
$4K ﹤0.01%
+199
2871
$4K ﹤0.01%
+100
2872
$4K ﹤0.01%
+120
2873
$4K ﹤0.01%
+450
2874
$4K ﹤0.01%
+73
2875
$4K ﹤0.01%
+158