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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
1726
$20K ﹤0.01%
364
1727
$20K ﹤0.01%
959
1728
$20K ﹤0.01%
171
1729
$20K ﹤0.01%
625
1730
$20K ﹤0.01%
56
1731
$20K ﹤0.01%
462
1732
$20K ﹤0.01%
1,243
1733
$20K ﹤0.01%
1,000
1734
$20K ﹤0.01%
449
1735
$20K ﹤0.01%
264
1736
$20K ﹤0.01%
229
1737
$20K ﹤0.01%
129
1738
$20K ﹤0.01%
566
1739
$20K ﹤0.01%
901
1740
$20K ﹤0.01%
176
1741
$20K ﹤0.01%
585
1742
$20K ﹤0.01%
800
1743
$20K ﹤0.01%
500
1744
$20K ﹤0.01%
1,076
1745
$20K ﹤0.01%
490
1746
$19K ﹤0.01%
358
1747
$19K ﹤0.01%
8,410
1748
$19K ﹤0.01%
200
1749
$19K ﹤0.01%
300
1750
$19K ﹤0.01%
683