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
3626
$0 ﹤0.01%
+40
3627
$0 ﹤0.01%
+5
3628
$0 ﹤0.01%
+3
3629
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3630
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3631
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3632
$0 ﹤0.01%
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3633
0
3634
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+18
3635
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+3
3636
$0 ﹤0.01%
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3637
$0 ﹤0.01%
+269
3638
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+84
3639
0
3640
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+1
3641
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3642
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+3
3643
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3644
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3645
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3646
$0 ﹤0.01%
+1
3647
$0 ﹤0.01%
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3648
$0 ﹤0.01%
+30
3649
$0 ﹤0.01%
+4
3650
$0 ﹤0.01%
+3