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
3601
$0 ﹤0.01%
+29
3602
$0 ﹤0.01%
+4
3603
$0 ﹤0.01%
+4
3604
$0 ﹤0.01%
+18
3605
$0 ﹤0.01%
+28
3606
$0 ﹤0.01%
+2
3607
$0 ﹤0.01%
+6
3608
$0 ﹤0.01%
+10
3609
$0 ﹤0.01%
+4
3610
$0 ﹤0.01%
+13
3611
$0 ﹤0.01%
+15
3612
$0 ﹤0.01%
+5
3613
$0 ﹤0.01%
+4
3614
$0 ﹤0.01%
+3
3615
$0 ﹤0.01%
+24
3616
$0 ﹤0.01%
+5
3617
0
3618
$0 ﹤0.01%
+8
3619
$0 ﹤0.01%
+6
3620
$0 ﹤0.01%
+17
3621
$0 ﹤0.01%
+2
3622
$0 ﹤0.01%
+8
3623
0
3624
$0 ﹤0.01%
+50
3625
$0 ﹤0.01%
+79