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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
2401
$9K ﹤0.01%
+135
2402
$9K ﹤0.01%
+513
2403
$9K ﹤0.01%
+43
2404
$9K ﹤0.01%
+101
2405
$9K ﹤0.01%
+390
2406
$9K ﹤0.01%
+275
2407
$9K ﹤0.01%
+488
2408
$9K ﹤0.01%
+84
2409
$9K ﹤0.01%
+334
2410
$9K ﹤0.01%
+233
2411
$9K ﹤0.01%
+502
2412
$9K ﹤0.01%
+95
2413
$9K ﹤0.01%
+240
2414
$9K ﹤0.01%
+73
2415
$9K ﹤0.01%
+333
2416
$9K ﹤0.01%
+99
2417
$9K ﹤0.01%
+309
2418
$9K ﹤0.01%
+78
2419
$9K ﹤0.01%
+126
2420
$9K ﹤0.01%
+315
2421
$9K ﹤0.01%
+440
2422
$9K ﹤0.01%
+220
2423
$9K ﹤0.01%
+83
2424
$9K ﹤0.01%
+187
2425
$9K ﹤0.01%
+31