We are live on ! Find out more
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
1776
$18K ﹤0.01%
1,002
1777
$18K ﹤0.01%
1,000
1778
$18K ﹤0.01%
1,190
-15
1779
$18K ﹤0.01%
481
1780
$18K ﹤0.01%
1,000
1781
$18K ﹤0.01%
469
1782
$18K ﹤0.01%
286
1783
$18K ﹤0.01%
208
1784
$18K ﹤0.01%
294
1785
$18K ﹤0.01%
+1,000
1786
$17K ﹤0.01%
228
1787
$17K ﹤0.01%
221
1788
$17K ﹤0.01%
1,052
1789
$17K ﹤0.01%
1,208
1790
$17K ﹤0.01%
181
1791
$17K ﹤0.01%
26
1792
$17K ﹤0.01%
263
1793
$17K ﹤0.01%
376
1794
$17K ﹤0.01%
534
1795
$17K ﹤0.01%
434
1796
$17K ﹤0.01%
655
1797
$17K ﹤0.01%
267
1798
$17K ﹤0.01%
203
1799
$17K ﹤0.01%
782
1800
$17K ﹤0.01%
1,650