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%
+34
3252
$1K ﹤0.01%
+26
3253
$1K ﹤0.01%
+95
3254
$1K ﹤0.01%
+10
3255
$1K ﹤0.01%
+14
3256
$1K ﹤0.01%
+15
3257
$1K ﹤0.01%
+50
3258
$1K ﹤0.01%
+66
3259
$1K ﹤0.01%
+33
3260
$1K ﹤0.01%
+20
3261
$1K ﹤0.01%
+6
3262
$1K ﹤0.01%
+400
3263
$1K ﹤0.01%
+8
3264
$1K ﹤0.01%
+26
3265
$1K ﹤0.01%
+5
3266
0
3267
$1K ﹤0.01%
+10
3268
$1K ﹤0.01%
+191
3269
$1K ﹤0.01%
+158
3270
$1K ﹤0.01%
+4
3271
$1K ﹤0.01%
+39
3272
$1K ﹤0.01%
+278
3273
$1K ﹤0.01%
+591
3274
$1K ﹤0.01%
+28
3275
$1K ﹤0.01%
+37