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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
2101
$16K ﹤0.01%
+450
2102
$16K ﹤0.01%
+126
2103
$16K ﹤0.01%
+478
2104
$16K ﹤0.01%
+517
2105
$16K ﹤0.01%
+443
2106
$16K ﹤0.01%
+1,023
2107
$16K ﹤0.01%
+336
2108
$16K ﹤0.01%
+441
2109
$16K ﹤0.01%
+194
2110
$16K ﹤0.01%
+1,124
2111
$16K ﹤0.01%
+495
2112
$16K ﹤0.01%
+291
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%
+614
2119
$16K ﹤0.01%
+2,266
2120
$16K ﹤0.01%
+1,000
2121
$16K ﹤0.01%
+319
2122
$16K ﹤0.01%
+109
2123
$16K ﹤0.01%
+125
2124
$15K ﹤0.01%
+675
2125
$15K ﹤0.01%
+630