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
2376
$10K ﹤0.01%
+211
2377
$10K ﹤0.01%
+725
2378
$9K ﹤0.01%
+968
2379
$9K ﹤0.01%
+333
2380
$9K ﹤0.01%
+99
2381
$9K ﹤0.01%
+315
2382
$9K ﹤0.01%
+440
2383
$9K ﹤0.01%
+220
2384
$9K ﹤0.01%
+83
2385
$9K ﹤0.01%
+31
2386
$9K ﹤0.01%
+99
2387
$9K ﹤0.01%
+631
2388
$9K ﹤0.01%
+260
2389
$9K ﹤0.01%
+157
2390
$9K ﹤0.01%
+449
2391
$9K ﹤0.01%
+1,473
2392
$9K ﹤0.01%
+333
2393
$9K ﹤0.01%
+397
2394
$9K ﹤0.01%
+183
2395
$9K ﹤0.01%
+257
2396
$9K ﹤0.01%
+700
2397
$9K ﹤0.01%
+426
2398
$9K ﹤0.01%
+62
2399
$9K ﹤0.01%
+191
2400
$9K ﹤0.01%
+85