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
3676
$0 ﹤0.01%
+10
3677
$0 ﹤0.01%
+27
3678
$0 ﹤0.01%
+3
3679
$0 ﹤0.01%
+17
3680
$0 ﹤0.01%
+41
3681
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+2
3682
$0 ﹤0.01%
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3683
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+3
3684
$0 ﹤0.01%
+28
3685
$0 ﹤0.01%
+2
3686
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+6
3687
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+8
3688
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+3
3689
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3690
$0 ﹤0.01%
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3691
$0 ﹤0.01%
+40
3692
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3693
$0 ﹤0.01%
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3694
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3695
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3696
$0 ﹤0.01%
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3697
$0 ﹤0.01%
+5
3698
$0 ﹤0.01%
+2
3699
$0 ﹤0.01%
+29
3700
$0 ﹤0.01%
+13