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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
3676
$0 ﹤0.01%
+8
3677
$0 ﹤0.01%
+40
3678
$0 ﹤0.01%
+35
3679
$0 ﹤0.01%
+5
3680
$0 ﹤0.01%
+10
3681
$0 ﹤0.01%
+4
3682
$0 ﹤0.01%
+9
3683
$0 ﹤0.01%
+6
3684
$0 ﹤0.01%
+29
3685
$0 ﹤0.01%
+17
3686
$0 ﹤0.01%
+11
3687
$0 ﹤0.01%
+5
3688
$0 ﹤0.01%
+12
3689
$0 ﹤0.01%
+5
3690
$0 ﹤0.01%
+2
3691
$0 ﹤0.01%
+29
3692
$0 ﹤0.01%
+13
3693
$0 ﹤0.01%
+15
3694
$0 ﹤0.01%
+5
3695
$0 ﹤0.01%
+3
3696
0
3697
$0 ﹤0.01%
+3
3698
$0 ﹤0.01%
+4
3699
$0 ﹤0.01%
+3
3700
$0 ﹤0.01%
+24