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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
1626
$25K ﹤0.01%
661
1627
$25K ﹤0.01%
111
1628
$25K ﹤0.01%
241
1629
$25K ﹤0.01%
+585
1630
$25K ﹤0.01%
908
-454
1631
$25K ﹤0.01%
200
1632
$25K ﹤0.01%
579
1633
$25K ﹤0.01%
517
1634
$25K ﹤0.01%
254
1635
$25K ﹤0.01%
909
1636
$25K ﹤0.01%
495
1637
$24K ﹤0.01%
113
1638
$24K ﹤0.01%
263
1639
$24K ﹤0.01%
1,116
1640
$24K ﹤0.01%
120
1641
$24K ﹤0.01%
750
1642
$24K ﹤0.01%
904
1643
$24K ﹤0.01%
159
1644
$24K ﹤0.01%
906
1645
$24K ﹤0.01%
292
1646
$24K ﹤0.01%
525
1647
$24K ﹤0.01%
243
1648
$24K ﹤0.01%
381
1649
$24K ﹤0.01%
1,399
1650
$24K ﹤0.01%
236