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
3326
$1K ﹤0.01%
+2
3327
$1K ﹤0.01%
+12
3328
$1K ﹤0.01%
+69
3329
$1K ﹤0.01%
+250
3330
$1K ﹤0.01%
+74
3331
$1K ﹤0.01%
+357
3332
$1K ﹤0.01%
+110
3333
$1K ﹤0.01%
+2
3334
$1K ﹤0.01%
+263
3335
$1K ﹤0.01%
+1
3336
$1K ﹤0.01%
+25
3337
$1K ﹤0.01%
+213
3338
$1K ﹤0.01%
+9
3339
$1K ﹤0.01%
+14
3340
$1K ﹤0.01%
+19
3341
$1K ﹤0.01%
+28
3342
$1K ﹤0.01%
+100
3343
$1K ﹤0.01%
+162
3344
$1K ﹤0.01%
+27
3345
$1K ﹤0.01%
+18
3346
$1K ﹤0.01%
+20
3347
$1K ﹤0.01%
+70
3348
$1K ﹤0.01%
+63
3349
$1K ﹤0.01%
+22
3350
$1K ﹤0.01%
+34