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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
2901
$4K ﹤0.01%
+710
2902
$4K ﹤0.01%
+239
2903
$4K ﹤0.01%
+43
2904
$4K ﹤0.01%
+225
2905
$4K ﹤0.01%
+523
2906
$4K ﹤0.01%
+78
2907
$4K ﹤0.01%
+789
2908
$4K ﹤0.01%
+19
2909
$4K ﹤0.01%
+217
2910
$4K ﹤0.01%
+203
2911
$4K ﹤0.01%
+255
2912
$4K ﹤0.01%
+273
2913
$4K ﹤0.01%
+96
2914
$4K ﹤0.01%
+305
2915
$4K ﹤0.01%
+50
2916
$3K ﹤0.01%
+196
2917
$3K ﹤0.01%
+140
2918
$3K ﹤0.01%
+4
2919
$3K ﹤0.01%
+328
2920
$3K ﹤0.01%
+107
2921
$3K ﹤0.01%
+55
2922
$3K ﹤0.01%
+74
2923
$3K ﹤0.01%
+152
2924
$3K ﹤0.01%
+124
2925
$3K ﹤0.01%
+90