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
2951
$3K ﹤0.01%
+84
2952
$3K ﹤0.01%
+79
2953
$3K ﹤0.01%
+91
2954
$3K ﹤0.01%
+58
2955
$3K ﹤0.01%
+40
2956
$3K ﹤0.01%
+62
2957
$3K ﹤0.01%
+166
2958
$3K ﹤0.01%
+130
2959
$3K ﹤0.01%
+103
2960
$3K ﹤0.01%
+83
2961
$3K ﹤0.01%
+102
2962
$3K ﹤0.01%
+158
2963
$3K ﹤0.01%
+176
2964
$3K ﹤0.01%
+114
2965
$3K ﹤0.01%
+75
2966
$3K ﹤0.01%
+85
2967
$3K ﹤0.01%
+35
2968
$3K ﹤0.01%
+116
2969
$3K ﹤0.01%
+51
2970
$3K ﹤0.01%
+60
2971
$3K ﹤0.01%
+223
2972
$3K ﹤0.01%
+364
2973
$3K ﹤0.01%
+257
2974
$3K ﹤0.01%
+172
2975
$3K ﹤0.01%
+103