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
3251
$1K ﹤0.01%
+60
3252
$1K ﹤0.01%
+55
3253
$1K ﹤0.01%
+6
3254
$1K ﹤0.01%
+74
3255
$1K ﹤0.01%
+5
3256
$1K ﹤0.01%
+30
3257
$1K ﹤0.01%
+16
3258
$1K ﹤0.01%
+14
3259
$1K ﹤0.01%
+1
3260
$1K ﹤0.01%
+25
3261
$1K ﹤0.01%
+45
3262
$1K ﹤0.01%
+13
3263
$1K ﹤0.01%
+8
3264
$1K ﹤0.01%
+6
3265
$1K ﹤0.01%
+10
3266
$1K ﹤0.01%
+17
3267
$1K ﹤0.01%
+18
3268
$1K ﹤0.01%
+229
3269
$1K ﹤0.01%
+34
3270
$1K ﹤0.01%
+95
3271
$1K ﹤0.01%
+10
3272
$1K ﹤0.01%
+14
3273
$1K ﹤0.01%
+15
3274
$1K ﹤0.01%
+50
3275
$1K ﹤0.01%
+66