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
3651
$0 ﹤0.01%
+3
3652
$0 ﹤0.01%
+6
3653
$0 ﹤0.01%
+6
3654
$0 ﹤0.01%
+5
3655
$0 ﹤0.01%
+22
3656
$0 ﹤0.01%
+44
3657
$0 ﹤0.01%
+120
3658
$0 ﹤0.01%
+8
3659
0
3660
$0 ﹤0.01%
+38
3661
$0 ﹤0.01%
+31
3662
$0 ﹤0.01%
+3
3663
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+3
3664
$0 ﹤0.01%
+100
3665
$0 ﹤0.01%
+4
3666
$0 ﹤0.01%
+1
3667
$0 ﹤0.01%
+29
3668
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+4
3669
$0 ﹤0.01%
+4
3670
$0 ﹤0.01%
+18
3671
$0 ﹤0.01%
+4
3672
$0 ﹤0.01%
+10
3673
0
3674
$0 ﹤0.01%
+14
3675
$0 ﹤0.01%
+12