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%
+88
2927
$3K ﹤0.01%
+20
2928
$3K ﹤0.01%
+430
2929
$3K ﹤0.01%
+309
2930
$3K ﹤0.01%
+328
2931
$3K ﹤0.01%
+107
2932
$3K ﹤0.01%
+55
2933
$3K ﹤0.01%
+74
2934
$3K ﹤0.01%
+152
2935
$3K ﹤0.01%
+124
2936
$3K ﹤0.01%
+90
2937
$3K ﹤0.01%
+35
2938
$3K ﹤0.01%
+162
2939
$3K ﹤0.01%
+111
2940
$3K ﹤0.01%
+63
2941
$3K ﹤0.01%
+112
2942
$3K ﹤0.01%
+3
2943
$3K ﹤0.01%
+100
2944
$3K ﹤0.01%
+89
2945
$3K ﹤0.01%
+32
2946
$3K ﹤0.01%
+687
2947
$3K ﹤0.01%
+62
2948
$3K ﹤0.01%
+124
2949
$3K ﹤0.01%
+397
2950
$3K ﹤0.01%
+165