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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
3226
$1K ﹤0.01%
+6
3227
$1K ﹤0.01%
+54
3228
$1K ﹤0.01%
+28
3229
$1K ﹤0.01%
+19
3230
$1K ﹤0.01%
+450
3231
$1K ﹤0.01%
+40
3232
$1K ﹤0.01%
+50
3233
$1K ﹤0.01%
+74
3234
$1K ﹤0.01%
+5
3235
$1K ﹤0.01%
+30
3236
$1K ﹤0.01%
+16
3237
$1K ﹤0.01%
+14
3238
$1K ﹤0.01%
+1
3239
$1K ﹤0.01%
+25
3240
$1K ﹤0.01%
+45
3241
$1K ﹤0.01%
+13
3242
$1K ﹤0.01%
+8
3243
$1K ﹤0.01%
+6
3244
$1K ﹤0.01%
+10
3245
$1K ﹤0.01%
+17
3246
$1K ﹤0.01%
+18
3247
$1K ﹤0.01%
+229
3248
$1K ﹤0.01%
+34
3249
$1K ﹤0.01%
+26
3250
$1K ﹤0.01%
+95