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
1551
$31K ﹤0.01%
194
1552
$31K ﹤0.01%
920
-16
1553
$31K ﹤0.01%
940
1554
$30K ﹤0.01%
1,561
1555
$30K ﹤0.01%
1,660
1556
$30K ﹤0.01%
990
1557
$30K ﹤0.01%
1,785
1558
$30K ﹤0.01%
200
1559
$30K ﹤0.01%
454
1560
$30K ﹤0.01%
1,097
1561
$30K ﹤0.01%
633
1562
$30K ﹤0.01%
1,550
1563
$30K ﹤0.01%
745
1564
$30K ﹤0.01%
1,236
1565
$30K ﹤0.01%
361
1566
$30K ﹤0.01%
1,220
1567
$29K ﹤0.01%
880
1568
$29K ﹤0.01%
916
1569
$29K ﹤0.01%
766
1570
$29K ﹤0.01%
3,291
1571
$29K ﹤0.01%
344
1572
$29K ﹤0.01%
190
1573
$29K ﹤0.01%
11,000
1574
$29K ﹤0.01%
1,995
1575
0