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
1701
$22K ﹤0.01%
109
1702
$22K ﹤0.01%
175
1703
$22K ﹤0.01%
1,272
1704
$21K ﹤0.01%
601
-183
1705
$21K ﹤0.01%
108
1706
$21K ﹤0.01%
149
1707
$21K ﹤0.01%
11
1708
$21K ﹤0.01%
451
1709
$21K ﹤0.01%
230
1710
$21K ﹤0.01%
295
1711
$21K ﹤0.01%
460
1712
$21K ﹤0.01%
576
1713
$21K ﹤0.01%
271
1714
$21K ﹤0.01%
793
1715
$21K ﹤0.01%
368
1716
$21K ﹤0.01%
919
1717
$21K ﹤0.01%
767
1718
$21K ﹤0.01%
248
1719
$21K ﹤0.01%
66
1720
$21K ﹤0.01%
42
1721
$20K ﹤0.01%
200
1722
$20K ﹤0.01%
855
1723
$20K ﹤0.01%
350
1724
$20K ﹤0.01%
696
1725
$20K ﹤0.01%
386