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
2101
$16K ﹤0.01%
+1,023
2102
$16K ﹤0.01%
+500
2103
$16K ﹤0.01%
+153
2104
$16K ﹤0.01%
+379
2105
$16K ﹤0.01%
+336
2106
$16K ﹤0.01%
+441
2107
$16K ﹤0.01%
+194
2108
$16K ﹤0.01%
+1,124
2109
$16K ﹤0.01%
+495
2110
$16K ﹤0.01%
+291
2111
$16K ﹤0.01%
+745
2112
$16K ﹤0.01%
+1,050
2113
$16K ﹤0.01%
+219
2114
$16K ﹤0.01%
+2,400
2115
$16K ﹤0.01%
+475
2116
$16K ﹤0.01%
+96
2117
$16K ﹤0.01%
+200
2118
$16K ﹤0.01%
+125
2119
$16K ﹤0.01%
+614
2120
$16K ﹤0.01%
+2,266
2121
$16K ﹤0.01%
+1,000
2122
$16K ﹤0.01%
+319
2123
$16K ﹤0.01%
+109
2124
$15K ﹤0.01%
+675
2125
$15K ﹤0.01%
+630