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
3576
$0 ﹤0.01%
+29
3577
$0 ﹤0.01%
+17
3578
$0 ﹤0.01%
+11
3579
$0 ﹤0.01%
+5
3580
$0 ﹤0.01%
+12
3581
$0 ﹤0.01%
+16
3582
$0 ﹤0.01%
+10
3583
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+2
3584
$0 ﹤0.01%
+9
3585
$0 ﹤0.01%
+3
3586
$0 ﹤0.01%
+7
3587
$0 ﹤0.01%
+18
3588
$0 ﹤0.01%
+9
3589
$0 ﹤0.01%
+7
3590
$0 ﹤0.01%
+5
3591
$0 ﹤0.01%
+14
3592
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3593
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3594
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+1
3595
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+37
3596
$0 ﹤0.01%
+1
3597
$0 ﹤0.01%
+19
3598
$0 ﹤0.01%
+22
3599
$0 ﹤0.01%
+5
3600
$0 ﹤0.01%
+86