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
1526
$32K ﹤0.01%
275
1527
$32K ﹤0.01%
684
1528
$32K ﹤0.01%
445
1529
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438
1530
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136
1531
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995
1532
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98
1533
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896
1534
$32K ﹤0.01%
477
1535
$32K ﹤0.01%
1,142
1536
$32K ﹤0.01%
383
1537
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265
1538
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147
1539
$31K ﹤0.01%
572
1540
$31K ﹤0.01%
1,342
1541
$31K ﹤0.01%
1,538
1542
$31K ﹤0.01%
287
1543
$31K ﹤0.01%
836
1544
$31K ﹤0.01%
1,079
1545
$31K ﹤0.01%
629
1546
$31K ﹤0.01%
608
1547
$31K ﹤0.01%
1,729
1548
$31K ﹤0.01%
2,182
1549
$31K ﹤0.01%
387
1550
$31K ﹤0.01%
539