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
3526
$0 ﹤0.01%
+17
3527
$0 ﹤0.01%
+5
3528
$0 ﹤0.01%
+14
3529
0
3530
$0 ﹤0.01%
+10
3531
$0 ﹤0.01%
+5
3532
$0 ﹤0.01%
+8
3533
$0 ﹤0.01%
+19
3534
$0 ﹤0.01%
+10
3535
$0 ﹤0.01%
+27
3536
$0 ﹤0.01%
+25
3537
$0 ﹤0.01%
+5
3538
$0 ﹤0.01%
+48
3539
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+1
3540
$0 ﹤0.01%
+12
3541
$0 ﹤0.01%
+15
3542
$0 ﹤0.01%
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3543
$0 ﹤0.01%
+10
3544
$0 ﹤0.01%
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3545
0
3546
$0 ﹤0.01%
+10
3547
$0 ﹤0.01%
+12
3548
$0 ﹤0.01%
+45
3549
0
3550
$0 ﹤0.01%
+22