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%
+14
3577
$0 ﹤0.01%
+16
3578
$0 ﹤0.01%
+9
3579
$0 ﹤0.01%
+18
3580
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+26
3581
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+50
3582
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+3
3583
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3584
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+41
3585
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+2
3586
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3587
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3588
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3589
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3590
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3591
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3592
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3593
0
3594
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3595
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3596
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3597
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+30
3598
$0 ﹤0.01%
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3599
$0 ﹤0.01%
+4
3600
$0 ﹤0.01%
+1