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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
1751
$19K ﹤0.01%
579
1752
$19K ﹤0.01%
1,000
1753
$19K ﹤0.01%
100
1754
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499
1755
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380
1756
$19K ﹤0.01%
126
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$19K ﹤0.01%
1,103
1758
$19K ﹤0.01%
350
1759
$19K ﹤0.01%
347
1760
$19K ﹤0.01%
700
1761
$18K ﹤0.01%
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1762
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1766
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105
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$18K ﹤0.01%
87
1768
$18K ﹤0.01%
795
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$18K ﹤0.01%
1,800
1770
$18K ﹤0.01%
296
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$18K ﹤0.01%
920
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$18K ﹤0.01%
58
1773
$18K ﹤0.01%
524
1774
0
1775
$18K ﹤0.01%
167