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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
2876
$4K ﹤0.01%
+28
2877
$4K ﹤0.01%
+7
2878
$4K ﹤0.01%
+465
2879
$4K ﹤0.01%
+31
2880
$4K ﹤0.01%
+21
2881
$4K ﹤0.01%
+95
2882
$4K ﹤0.01%
+220
2883
$4K ﹤0.01%
+91
2884
$4K ﹤0.01%
+67
2885
$4K ﹤0.01%
+85
2886
$4K ﹤0.01%
+78
2887
$4K ﹤0.01%
+153
2888
$4K ﹤0.01%
+152
2889
$4K ﹤0.01%
+83
2890
$4K ﹤0.01%
+53
2891
$4K ﹤0.01%
+116
2892
$4K ﹤0.01%
+263
2893
$4K ﹤0.01%
+271
2894
$4K ﹤0.01%
+25
2895
$4K ﹤0.01%
+396
2896
$4K ﹤0.01%
+225
2897
$4K ﹤0.01%
+61
2898
$4K ﹤0.01%
+660
2899
$4K ﹤0.01%
+48
2900
$4K ﹤0.01%
+84