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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
3026
$3K ﹤0.01%
+363
3027
$3K ﹤0.01%
+494
3028
$3K ﹤0.01%
+44
3029
$3K ﹤0.01%
+68
3030
$3K ﹤0.01%
+397
3031
$3K ﹤0.01%
+165
3032
$3K ﹤0.01%
+98
3033
$3K ﹤0.01%
+75
3034
$3K ﹤0.01%
+179
3035
$3K ﹤0.01%
+135
3036
$3K ﹤0.01%
+100
3037
$3K ﹤0.01%
+351
3038
$3K ﹤0.01%
+57
3039
$3K ﹤0.01%
+395
3040
$3K ﹤0.01%
+189
3041
$3K ﹤0.01%
+94
3042
$3K ﹤0.01%
+37
3043
$3K ﹤0.01%
+128
3044
$3K ﹤0.01%
+300
3045
$3K ﹤0.01%
+80
3046
$3K ﹤0.01%
+397
3047
$3K ﹤0.01%
+55
3048
$3K ﹤0.01%
+343
3049
$3K ﹤0.01%
+160
3050
$3K ﹤0.01%
+169