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
3401
$1K ﹤0.01%
+9
3402
$1K ﹤0.01%
+200
3403
$1K ﹤0.01%
+63
3404
$1K ﹤0.01%
+4
3405
$1K ﹤0.01%
+300
3406
$1K ﹤0.01%
+175
3407
$1K ﹤0.01%
+75
3408
$1K ﹤0.01%
+21
3409
$1K ﹤0.01%
+51
3410
$1K ﹤0.01%
+42
3411
$1K ﹤0.01%
+23
3412
$1K ﹤0.01%
+4
3413
$1K ﹤0.01%
+6
3414
$1K ﹤0.01%
+11
3415
$1K ﹤0.01%
+49
3416
$1K ﹤0.01%
+11
3417
$1K ﹤0.01%
+38
3418
$1K ﹤0.01%
+60
3419
$1K ﹤0.01%
+8
3420
$1K ﹤0.01%
+14
3421
$1K ﹤0.01%
+49
3422
$1K ﹤0.01%
+7
3423
$1K ﹤0.01%
+209
3424
$1K ﹤0.01%
+75
3425
$1K ﹤0.01%
+10