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
2426
$9K ﹤0.01%
+64
2427
$9K ﹤0.01%
+309
2428
$9K ﹤0.01%
+78
2429
$9K ﹤0.01%
+126
2430
$9K ﹤0.01%
+315
2431
$9K ﹤0.01%
+440
2432
$9K ﹤0.01%
+220
2433
$9K ﹤0.01%
+83
2434
$9K ﹤0.01%
+187
2435
$9K ﹤0.01%
+31
2436
$9K ﹤0.01%
+700
2437
$9K ﹤0.01%
+500
2438
$9K ﹤0.01%
+31
2439
$9K ﹤0.01%
+155
2440
$9K ﹤0.01%
+1,000
2441
$9K ﹤0.01%
+396
2442
$9K ﹤0.01%
+450
2443
$9K ﹤0.01%
+164
2444
$8K ﹤0.01%
+225
2445
$8K ﹤0.01%
+269
2446
$8K ﹤0.01%
+237
2447
$8K ﹤0.01%
+1,045
2448
$8K ﹤0.01%
+40
2449
$8K ﹤0.01%
+32
2450
$8K ﹤0.01%
+640