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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
$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
3976
$1K ﹤0.01%
421
3977
$1K ﹤0.01%
+50
3978
$1K ﹤0.01%
125
3979
$1K ﹤0.01%
31
3980
$1K ﹤0.01%
+139
3981
$1K ﹤0.01%
24
+18
3982
$1K ﹤0.01%
11
3983
$1K ﹤0.01%
494
3984
$1K ﹤0.01%
1,350
3985
$1K ﹤0.01%
1
3986
$1K ﹤0.01%
84
+9
3987
$1K ﹤0.01%
44
3988
$1K ﹤0.01%
199
-181
3989
$1K ﹤0.01%
160
3990
$1K ﹤0.01%
60
+55
3991
$1K ﹤0.01%
145
3992
$1K ﹤0.01%
48
3993
$1K ﹤0.01%
+36
3994
$1K ﹤0.01%
10
+2
3995
$1K ﹤0.01%
141
+16
3996
$1K ﹤0.01%
250
+12
3997
$1K ﹤0.01%
100
3998
$1K ﹤0.01%
29
-40
3999
$1K ﹤0.01%
+48
4000
$1K ﹤0.01%
241
+207