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%
+100
3302
$1K ﹤0.01%
+139
3303
$1K ﹤0.01%
+33
3304
$1K ﹤0.01%
+100
3305
$1K ﹤0.01%
+100
3306
$1K ﹤0.01%
+400
3307
$1K ﹤0.01%
+230
3308
$1K ﹤0.01%
+54
3309
$1K ﹤0.01%
+21
3310
$1K ﹤0.01%
+100
3311
$1K ﹤0.01%
+12
3312
$1K ﹤0.01%
+8
3313
$1K ﹤0.01%
+27
3314
$1K ﹤0.01%
+18
3315
$1K ﹤0.01%
+20
3316
$1K ﹤0.01%
+70
3317
$1K ﹤0.01%
+63
3318
$1K ﹤0.01%
+22
3319
$1K ﹤0.01%
+51
3320
$1K ﹤0.01%
+42
3321
$1K ﹤0.01%
+23
3322
$1K ﹤0.01%
+25
3323
$1K ﹤0.01%
+46
3324
$1K ﹤0.01%
+45
3325
$1K ﹤0.01%
+29