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
3226
$1K ﹤0.01%
+52
3227
$1K ﹤0.01%
+80
3228
$1K ﹤0.01%
+22
3229
$1K ﹤0.01%
+13
3230
$1K ﹤0.01%
+30
3231
$1K ﹤0.01%
+59
3232
$1K ﹤0.01%
+14
3233
$1K ﹤0.01%
+19
3234
$1K ﹤0.01%
+36
3235
$1K ﹤0.01%
+27
3236
$1K ﹤0.01%
+38
3237
$1K ﹤0.01%
+37
3238
$1K ﹤0.01%
+27
3239
$1K ﹤0.01%
+14
3240
$1K ﹤0.01%
+139
3241
$1K ﹤0.01%
+5
3242
$1K ﹤0.01%
+180
3243
$1K ﹤0.01%
+5
3244
$1K ﹤0.01%
+8
3245
$1K ﹤0.01%
+79
3246
$1K ﹤0.01%
+12
3247
$1K ﹤0.01%
+23
3248
$1K ﹤0.01%
+32
3249
$1K ﹤0.01%
+38
3250
$1K ﹤0.01%
+40