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
3351
$1K ﹤0.01%
+80
3352
$1K ﹤0.01%
+510
3353
$1K ﹤0.01%
+30
3354
$1K ﹤0.01%
+15
3355
$1K ﹤0.01%
+11
3356
$1K ﹤0.01%
+30
3357
$1K ﹤0.01%
+33
3358
$1K ﹤0.01%
+46
3359
$1K ﹤0.01%
+53
3360
$1K ﹤0.01%
+16
3361
$1K ﹤0.01%
+19
3362
$1K ﹤0.01%
+3
3363
$1K ﹤0.01%
+60
3364
$1K ﹤0.01%
+65
3365
$1K ﹤0.01%
+300
3366
$1K ﹤0.01%
+57
3367
$1K ﹤0.01%
+200
3368
$1K ﹤0.01%
+4
3369
$1K ﹤0.01%
+45
3370
$1K ﹤0.01%
+29
3371
$1K ﹤0.01%
+33
3372
$1K ﹤0.01%
+27
3373
$1K ﹤0.01%
+16
3374
$1K ﹤0.01%
+4
3375
$1K ﹤0.01%
+12