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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
$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
2626
$1K ﹤0.01%
21
2627
$1K ﹤0.01%
60
2628
$1K ﹤0.01%
253
2629
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16
2630
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11
2631
$1K ﹤0.01%
77
2632
$1K ﹤0.01%
8
2633
$1K ﹤0.01%
10
2634
$1K ﹤0.01%
+17
2635
$1K ﹤0.01%
227
2636
$1K ﹤0.01%
34
2637
$1K ﹤0.01%
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2638
$1K ﹤0.01%
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2639
$1K ﹤0.01%
28
+27
2640
$1K ﹤0.01%
75
2641
$1K ﹤0.01%
+32
2642
$1K ﹤0.01%
27
2643
$1K ﹤0.01%
28
2644
$1K ﹤0.01%
27
2645
$1K ﹤0.01%
94
2646
$1K ﹤0.01%
83
2647
$1K ﹤0.01%
37
2648
$1K ﹤0.01%
36
2649
$1K ﹤0.01%
55
2650
$1K ﹤0.01%
9