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Carson Wealth (CWM LLC)

Carson Wealth (CWM LLC) Portfolio holdings

AUM $38B
1-Year Est. Return 19.67%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.67%
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%
+30
3427
$1K ﹤0.01%
+59
3428
$1K ﹤0.01%
+14
3429
$1K ﹤0.01%
+19
3430
$1K ﹤0.01%
+36
3431
$1K ﹤0.01%
+27
3432
$1K ﹤0.01%
+38
3433
$1K ﹤0.01%
+37
3434
$1K ﹤0.01%
+27
3435
$1K ﹤0.01%
+14
3436
$1K ﹤0.01%
+696
3437
$1K ﹤0.01%
+12
3438
$1K ﹤0.01%
+5
3439
$1K ﹤0.01%
+180
3440
$1K ﹤0.01%
+5
3441
$1K ﹤0.01%
+8
3442
$0 ﹤0.01%
+24
3443
$0 ﹤0.01%
+3
3444
$0 ﹤0.01%
+150
3445
$0 ﹤0.01%
+15
3446
$0 ﹤0.01%
+19
3447
$0 ﹤0.01%
+22
3448
0
3449
$0 ﹤0.01%
+1
3450
$0 ﹤0.01%
+5