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
$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
2826
$0 ﹤0.01%
22
2827
$0 ﹤0.01%
3
2828
$0 ﹤0.01%
3
2829
$0 ﹤0.01%
+6
2830
$0 ﹤0.01%
14
2831
$0 ﹤0.01%
5
2832
0
2833
$0 ﹤0.01%
10
2834
$0 ﹤0.01%
2
2835
$0 ﹤0.01%
4
2836
$0 ﹤0.01%
3
2837
$0 ﹤0.01%
166
2838
$0 ﹤0.01%
8
2839
$0 ﹤0.01%
3
2840
$0 ﹤0.01%
10
2841
$0 ﹤0.01%
2
2842
0
2843
$0 ﹤0.01%
8
2844
$0 ﹤0.01%
7
2845
$0 ﹤0.01%
120
2846
$0 ﹤0.01%
11
2847
$0 ﹤0.01%
3
2848
$0 ﹤0.01%
84
2849
$0 ﹤0.01%
11
2850
$0 ﹤0.01%
7