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
2876
$4K ﹤0.01%
+58
2877
$4K ﹤0.01%
+146
2878
$4K ﹤0.01%
+135
2879
$4K ﹤0.01%
+117
2880
$4K ﹤0.01%
+44
2881
$4K ﹤0.01%
+87
2882
$4K ﹤0.01%
+65
2883
$4K ﹤0.01%
+1,041
2884
$4K ﹤0.01%
+66
2885
$4K ﹤0.01%
+71
2886
$4K ﹤0.01%
+1,000
2887
$4K ﹤0.01%
+101
2888
$4K ﹤0.01%
+40
2889
$4K ﹤0.01%
+87
2890
$4K ﹤0.01%
+410
2891
$4K ﹤0.01%
+60
2892
$4K ﹤0.01%
+90
2893
$4K ﹤0.01%
+13
2894
$4K ﹤0.01%
+199
2895
$4K ﹤0.01%
+100
2896
$4K ﹤0.01%
+120
2897
$4K ﹤0.01%
+450
2898
$4K ﹤0.01%
+73
2899
$4K ﹤0.01%
+158
2900
$4K ﹤0.01%
+28