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
2126
$15K ﹤0.01%
+564
2127
$15K ﹤0.01%
+275
2128
$15K ﹤0.01%
+328
2129
$15K ﹤0.01%
+600
2130
$15K ﹤0.01%
+423
2131
$15K ﹤0.01%
+252
2132
$15K ﹤0.01%
+28
2133
$15K ﹤0.01%
+248
2134
$15K ﹤0.01%
+204
2135
$15K ﹤0.01%
+930
2136
$15K ﹤0.01%
+753
2137
$15K ﹤0.01%
+100
2138
$15K ﹤0.01%
+181
2139
$15K ﹤0.01%
+550
2140
$15K ﹤0.01%
+185
2141
$15K ﹤0.01%
+5,393
2142
$15K ﹤0.01%
+4,529
2143
$15K ﹤0.01%
+193
2144
$15K ﹤0.01%
+164
2145
$15K ﹤0.01%
+805
2146
$15K ﹤0.01%
+3,277
2147
$15K ﹤0.01%
+1,500
2148
$15K ﹤0.01%
+17
2149
$15K ﹤0.01%
+185
2150
$14K ﹤0.01%
+362