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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
2426
$9K ﹤0.01%
+700
2427
$9K ﹤0.01%
+500
2428
$9K ﹤0.01%
+31
2429
$9K ﹤0.01%
+155
2430
$9K ﹤0.01%
+1,000
2431
$9K ﹤0.01%
+396
2432
$9K ﹤0.01%
+450
2433
$9K ﹤0.01%
+279
2434
$9K ﹤0.01%
+638
2435
$9K ﹤0.01%
+366
2436
$9K ﹤0.01%
+64
2437
$9K ﹤0.01%
+61
2438
$9K ﹤0.01%
+296
2439
$9K ﹤0.01%
+26
2440
$9K ﹤0.01%
+194
2441
$9K ﹤0.01%
+164
2442
$9K ﹤0.01%
+158
2443
$9K ﹤0.01%
+263
2444
$8K ﹤0.01%
+600
2445
$8K ﹤0.01%
+485
2446
$8K ﹤0.01%
+59
2447
$8K ﹤0.01%
+404
2448
$8K ﹤0.01%
+232
2449
$8K ﹤0.01%
+401
2450
$8K ﹤0.01%
+135