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
3551
$0 ﹤0.01%
+16
3552
$0 ﹤0.01%
+60
3553
$0 ﹤0.01%
+10
3554
$0 ﹤0.01%
+10
3555
$0 ﹤0.01%
+29
3556
$0 ﹤0.01%
+3
3557
$0 ﹤0.01%
+10
3558
$0 ﹤0.01%
+101
3559
$0 ﹤0.01%
+499
3560
$0 ﹤0.01%
+14
3561
$0 ﹤0.01%
+4
3562
$0 ﹤0.01%
+5
3563
$0 ﹤0.01%
+62
3564
$0 ﹤0.01%
+5
3565
$0 ﹤0.01%
+9
3566
$0 ﹤0.01%
+7
3567
$0 ﹤0.01%
+4
3568
$0 ﹤0.01%
+36
3569
$0 ﹤0.01%
+20
3570
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+17
3571
$0 ﹤0.01%
+2
3572
$0 ﹤0.01%
+5
3573
$0 ﹤0.01%
+55
3574
$0 ﹤0.01%
+9
3575
0