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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
$3.92B
AUM Growth
+$880M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,100
New
Increased
Reduced
Closed

Top Sells

1 +$17.9M
2 +$16.9M
3 +$14.3M
4
WELL icon
Welltower
WELL
+$14.2M
5
SPAB icon
State Street SPDR Portfolio Aggregate Bond ETF
SPAB
+$13.2M

Sector Composition

1 Healthcare 6.32%
2 Technology 6.21%
3 Energy 6.14%
4 Consumer Discretionary 5.35%
5 Consumer Staples 4.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1626
$1K ﹤0.01%
44
1627
$1K ﹤0.01%
84
+5
1628
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1629
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37
1630
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$1K ﹤0.01%
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$1K ﹤0.01%
13
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60
1635
$1K ﹤0.01%
+30
1636
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1639
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1640
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$1K ﹤0.01%
10
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12
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$1K ﹤0.01%
100
1646
$1K ﹤0.01%
+21
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$1K ﹤0.01%
+25
1648
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1649
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1650
$1K ﹤0.01%
8