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Carson Wealth (CWM LLC)

Carson Wealth (CWM LLC) Portfolio holdings

AUM $38B
1-Year Est. Return 19.67%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.67%
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
3626
$0 ﹤0.01%
+84
3627
0
3628
$0 ﹤0.01%
+1
3629
$0 ﹤0.01%
+7
3630
$0 ﹤0.01%
+3
3631
$0 ﹤0.01%
+50
3632
$0 ﹤0.01%
+50
3633
$0 ﹤0.01%
+11
3634
$0 ﹤0.01%
+1
3635
$0 ﹤0.01%
+9
3636
$0 ﹤0.01%
+30
3637
$0 ﹤0.01%
+4
3638
$0 ﹤0.01%
+3
3639
$0 ﹤0.01%
+6
3640
$0 ﹤0.01%
+5
3641
$0 ﹤0.01%
+22
3642
$0 ﹤0.01%
+44
3643
$0 ﹤0.01%
+120
3644
$0 ﹤0.01%
+8
3645
0
3646
$0 ﹤0.01%
+38
3647
$0 ﹤0.01%
+31
3648
$0 ﹤0.01%
+3
3649
$0 ﹤0.01%
+3
3650
$0 ﹤0.01%
+100