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
2926
$3K ﹤0.01%
+74
2927
$3K ﹤0.01%
+152
2928
$3K ﹤0.01%
+124
2929
$3K ﹤0.01%
+90
2930
$3K ﹤0.01%
+85
2931
$3K ﹤0.01%
+67
2932
$3K ﹤0.01%
+239
2933
$3K ﹤0.01%
+17
2934
$3K ﹤0.01%
+50
2935
$3K ﹤0.01%
+701
2936
$3K ﹤0.01%
+14
2937
$3K ﹤0.01%
+112
2938
$3K ﹤0.01%
+91
2939
$3K ﹤0.01%
+36
2940
$3K ﹤0.01%
+916
2941
$3K ﹤0.01%
+128
2942
$3K ﹤0.01%
+50
2943
$3K ﹤0.01%
+200
2944
$3K ﹤0.01%
+112
2945
$3K ﹤0.01%
+3
2946
$3K ﹤0.01%
+128
2947
$3K ﹤0.01%
+100
2948
$3K ﹤0.01%
+66
2949
$3K ﹤0.01%
+53
2950
$3K ﹤0.01%
+50