We are live on ! Find out more
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
2926
$3K ﹤0.01%
+85
2927
$3K ﹤0.01%
+67
2928
$3K ﹤0.01%
+701
2929
$3K ﹤0.01%
+14
2930
$3K ﹤0.01%
+300
2931
$3K ﹤0.01%
+20
2932
$3K ﹤0.01%
+430
2933
$3K ﹤0.01%
+309
2934
$3K ﹤0.01%
+95
2935
$3K ﹤0.01%
+8
2936
$3K ﹤0.01%
+205
2937
$3K ﹤0.01%
+100
2938
$3K ﹤0.01%
+32
2939
$3K ﹤0.01%
+687
2940
$3K ﹤0.01%
+134
2941
$3K ﹤0.01%
+53
2942
$3K ﹤0.01%
+84
2943
$3K ﹤0.01%
+300
2944
$3K ﹤0.01%
+66
2945
$3K ﹤0.01%
+53
2946
$3K ﹤0.01%
+50
2947
$3K ﹤0.01%
+79
2948
$3K ﹤0.01%
+91
2949
$3K ﹤0.01%
+58
2950
$3K ﹤0.01%
+112