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
3001
$3K ﹤0.01%
+395
3002
$3K ﹤0.01%
+160
3003
$3K ﹤0.01%
+169
3004
$3K ﹤0.01%
+38
3005
$3K ﹤0.01%
+89
3006
$3K ﹤0.01%
+526
3007
$3K ﹤0.01%
+114
3008
$3K ﹤0.01%
+400
3009
$3K ﹤0.01%
+142
3010
$3K ﹤0.01%
+177
3011
$3K ﹤0.01%
+61
3012
$3K ﹤0.01%
+8
3013
$3K ﹤0.01%
+196
3014
$3K ﹤0.01%
+300
3015
$3K ﹤0.01%
+85
3016
$3K ﹤0.01%
+67
3017
$3K ﹤0.01%
+239
3018
$3K ﹤0.01%
+701
3019
$3K ﹤0.01%
+14
3020
$3K ﹤0.01%
+66
3021
$3K ﹤0.01%
+53
3022
$3K ﹤0.01%
+50
3023
$3K ﹤0.01%
+84
3024
$3K ﹤0.01%
+79
3025
$3K ﹤0.01%
+91