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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
2951
$3K ﹤0.01%
+91
2952
$3K ﹤0.01%
+36
2953
$3K ﹤0.01%
+916
2954
$3K ﹤0.01%
+40
2955
$3K ﹤0.01%
+128
2956
$3K ﹤0.01%
+50
2957
$3K ﹤0.01%
+200
2958
$3K ﹤0.01%
+112
2959
$3K ﹤0.01%
+62
2960
$3K ﹤0.01%
+166
2961
$3K ﹤0.01%
+130
2962
$3K ﹤0.01%
+103
2963
$3K ﹤0.01%
+83
2964
$3K ﹤0.01%
+102
2965
$3K ﹤0.01%
+158
2966
$3K ﹤0.01%
+176
2967
$3K ﹤0.01%
+114
2968
$3K ﹤0.01%
+75
2969
$3K ﹤0.01%
+85
2970
$3K ﹤0.01%
+35
2971
$3K ﹤0.01%
+116
2972
$3K ﹤0.01%
+51
2973
$3K ﹤0.01%
+60
2974
$3K ﹤0.01%
+223
2975
$3K ﹤0.01%
+364