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
2976
$3K ﹤0.01%
+257
2977
$3K ﹤0.01%
+172
2978
$3K ﹤0.01%
+103
2979
$3K ﹤0.01%
+104
2980
$3K ﹤0.01%
+120
2981
$3K ﹤0.01%
+32
2982
$3K ﹤0.01%
+39
2983
$3K ﹤0.01%
+400
2984
$3K ﹤0.01%
+95
2985
$3K ﹤0.01%
+348
2986
$3K ﹤0.01%
+253
2987
$3K ﹤0.01%
+89
2988
$3K ﹤0.01%
+33
2989
$3K ﹤0.01%
+100
2990
$3K ﹤0.01%
+204
2991
$3K ﹤0.01%
+128
2992
$3K ﹤0.01%
+313
2993
$3K ﹤0.01%
+82
2994
$3K ﹤0.01%
+136
2995
$3K ﹤0.01%
+55
2996
$3K ﹤0.01%
+550
2997
$3K ﹤0.01%
+272
2998
$3K ﹤0.01%
+62
2999
$3K ﹤0.01%
+48
3000
$3K ﹤0.01%
+50