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
3451
$0 ﹤0.01%
+3
3452
$0 ﹤0.01%
+24
3453
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3454
0
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3456
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3457
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3458
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3459
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3460
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3461
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3462
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3463
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3464
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3465
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3466
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3467
0
3468
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3470
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3471
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3472
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3473
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3474
$0 ﹤0.01%
+8
3475
$0 ﹤0.01%
+5