We are live on ! Find out more
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
$12.5B
AUM Growth
$0
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,037
New
Increased
Reduced
Closed

Top Sells

1 +$34.1M
2 +$916K
3 +$21.2K
4
BN icon
Brookfield
BN
+$7.98K
5
HWM icon
Howmet Aerospace
HWM
+$2.4K

Sector Composition

1 Technology 6.39%
2 Healthcare 5.04%
3 Financials 3.59%
4 Industrials 2.74%
5 Consumer Discretionary 2.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2601
$2K ﹤0.01%
55
2602
$2K ﹤0.01%
175
2603
$2K ﹤0.01%
86
2604
$2K ﹤0.01%
63
2605
$2K ﹤0.01%
100
2606
$2K ﹤0.01%
438
2607
$2K ﹤0.01%
384
2608
$2K ﹤0.01%
32
2609
$1K ﹤0.01%
5
2610
$1K ﹤0.01%
33
2611
$1K ﹤0.01%
41
2612
$1K ﹤0.01%
14
2613
$1K ﹤0.01%
62
2614
$1K ﹤0.01%
29
2615
$1K ﹤0.01%
25
2616
$1K ﹤0.01%
20
2617
$1K ﹤0.01%
1
2618
$1K ﹤0.01%
59
2619
$1K ﹤0.01%
162
2620
$1K ﹤0.01%
7
2621
$1K ﹤0.01%
46
2622
$1K ﹤0.01%
53
2623
$1K ﹤0.01%
54
2624
$1K ﹤0.01%
4
2625
$1K ﹤0.01%
48