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
1651
$24K ﹤0.01%
1,399
1652
$24K ﹤0.01%
113
1653
$24K ﹤0.01%
181
1654
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784
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815
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924
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1,049
1658
$24K ﹤0.01%
803
1659
$24K ﹤0.01%
4,000
1660
$24K ﹤0.01%
399
1661
$23K ﹤0.01%
230
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$23K ﹤0.01%
380
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$23K ﹤0.01%
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758
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1,000
1666
$23K ﹤0.01%
176
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$23K ﹤0.01%
601
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$23K ﹤0.01%
454
1669
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275
-28
1670
$23K ﹤0.01%
234
1671
$23K ﹤0.01%
723
1672
$23K ﹤0.01%
589
1673
$23K ﹤0.01%
249
1674
$23K ﹤0.01%
846
1675
$23K ﹤0.01%
851