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
3301
$1K ﹤0.01%
+54
3302
$1K ﹤0.01%
+21
3303
$1K ﹤0.01%
+100
3304
$1K ﹤0.01%
+12
3305
$1K ﹤0.01%
+8
3306
$1K ﹤0.01%
+13
3307
$1K ﹤0.01%
+5
3308
$1K ﹤0.01%
+17
3309
$1K ﹤0.01%
+15
3310
$1K ﹤0.01%
+7
3311
$1K ﹤0.01%
+20
3312
$1K ﹤0.01%
+55
3313
$1K ﹤0.01%
+8
3314
$1K ﹤0.01%
+25
3315
$1K ﹤0.01%
+32
3316
$1K ﹤0.01%
+27
3317
$1K ﹤0.01%
+163
3318
$1K ﹤0.01%
+50
3319
$1K ﹤0.01%
+10
3320
$1K ﹤0.01%
+54
3321
$1K ﹤0.01%
+6
3322
$1K ﹤0.01%
+83
3323
$1K ﹤0.01%
+27
3324
$1K ﹤0.01%
+75
3325
$1K ﹤0.01%
+42