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
3426
$1K ﹤0.01%
+12
3427
$1K ﹤0.01%
+103
3428
$1K ﹤0.01%
+112
3429
$1K ﹤0.01%
+9
3430
$1K ﹤0.01%
+200
3431
$1K ﹤0.01%
+63
3432
$1K ﹤0.01%
+4
3433
$1K ﹤0.01%
+300
3434
$1K ﹤0.01%
+175
3435
$1K ﹤0.01%
+75
3436
$1K ﹤0.01%
+21
3437
$1K ﹤0.01%
+4
3438
$1K ﹤0.01%
+6
3439
$1K ﹤0.01%
+11
3440
$1K ﹤0.01%
+49
3441
$1K ﹤0.01%
+11
3442
$0 ﹤0.01%
+24
3443
$0 ﹤0.01%
+3
3444
$0 ﹤0.01%
+150
3445
$0 ﹤0.01%
+15
3446
$0 ﹤0.01%
+120
3447
$0 ﹤0.01%
+8
3448
0
3449
$0 ﹤0.01%
+38
3450
$0 ﹤0.01%
+31