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
3476
$0 ﹤0.01%
+10
3477
$0 ﹤0.01%
+27
3478
$0 ﹤0.01%
+25
3479
$0 ﹤0.01%
+5
3480
$0 ﹤0.01%
+5
3481
$0 ﹤0.01%
+48
3482
$0 ﹤0.01%
+5
3483
$0 ﹤0.01%
+4
3484
0
3485
$0 ﹤0.01%
+4
3486
$0 ﹤0.01%
+1
3487
$0 ﹤0.01%
+47
3488
$0 ﹤0.01%
+2
3489
$0 ﹤0.01%
+67
3490
$0 ﹤0.01%
+1
3491
$0 ﹤0.01%
+17
3492
$0 ﹤0.01%
+2
3493
$0 ﹤0.01%
+3
3494
$0 ﹤0.01%
+5
3495
$0 ﹤0.01%
+1
3496
$0 ﹤0.01%
+12
3497
$0 ﹤0.01%
+15
3498
$0 ﹤0.01%
+25
3499
$0 ﹤0.01%
+10
3500
$0 ﹤0.01%
+7