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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
1651
$24K ﹤0.01%
181
1652
$24K ﹤0.01%
784
1653
$24K ﹤0.01%
815
1654
$24K ﹤0.01%
924
1655
$24K ﹤0.01%
1,049
1656
$24K ﹤0.01%
803
1657
$24K ﹤0.01%
4,000
1658
$24K ﹤0.01%
399
1659
$24K ﹤0.01%
467
1660
$24K ﹤0.01%
310
1661
$23K ﹤0.01%
454
1662
$23K ﹤0.01%
275
-28
1663
$23K ﹤0.01%
234
1664
$23K ﹤0.01%
723
1665
$23K ﹤0.01%
230
1666
$23K ﹤0.01%
380
1667
$23K ﹤0.01%
253
1668
$23K ﹤0.01%
176
1669
$23K ﹤0.01%
589
1670
$23K ﹤0.01%
249
1671
$23K ﹤0.01%
846
1672
$23K ﹤0.01%
73
1673
$23K ﹤0.01%
147
1674
$23K ﹤0.01%
1,000
1675
$23K ﹤0.01%
851