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
$16.3B
AUM Growth
+$138M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,680
New
Increased
Reduced
Closed

Sector Composition

1 Technology 6.45%
2 Healthcare 3.94%
3 Financials 3.64%
4 Consumer Discretionary 2.36%
5 Industrials 2.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
3901
$1K ﹤0.01%
+36
3902
$1K ﹤0.01%
+21
3903
$1K ﹤0.01%
1,000
3904
$1K ﹤0.01%
52
-372
3905
$1K ﹤0.01%
12
3906
$1K ﹤0.01%
145
3907
$1K ﹤0.01%
50
+43
3908
$1K ﹤0.01%
1,594
3909
$1K ﹤0.01%
+283
3910
$1K ﹤0.01%
203
3911
$1K ﹤0.01%
34
3912
$1K ﹤0.01%
494
3913
$1K ﹤0.01%
1,350
3914
$1K ﹤0.01%
4
3915
$1K ﹤0.01%
427
3916
$1K ﹤0.01%
80
3917
$1K ﹤0.01%
16
+4
3918
$1K ﹤0.01%
31
3919
$1K ﹤0.01%
100
3920
$1K ﹤0.01%
52
-1,311
3921
$1K ﹤0.01%
76
3922
$1K ﹤0.01%
+31
3923
$1K ﹤0.01%
19
3924
$1K ﹤0.01%
407
3925
$1K ﹤0.01%
13