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
2726
$1K ﹤0.01%
40
2727
$1K ﹤0.01%
12
2728
0
2729
$1K ﹤0.01%
78
2730
$1K ﹤0.01%
23
2731
$1K ﹤0.01%
54
2732
$1K ﹤0.01%
150
2733
$1K ﹤0.01%
103
2734
$1K ﹤0.01%
218
2735
$1K ﹤0.01%
251
2736
$1K ﹤0.01%
47
2737
$1K ﹤0.01%
40
2738
$1K ﹤0.01%
10
2739
$1K ﹤0.01%
9
2740
$1K ﹤0.01%
15
2741
$1K ﹤0.01%
9
2742
$1K ﹤0.01%
56
2743
$1K ﹤0.01%
263
2744
$1K ﹤0.01%
300
2745
$1K ﹤0.01%
30
2746
$1K ﹤0.01%
37
2747
$1K ﹤0.01%
15
2748
$1K ﹤0.01%
21
2749
$1K ﹤0.01%
10
2750
$1K ﹤0.01%
19