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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
1801
$17K ﹤0.01%
679
1802
$17K ﹤0.01%
260
1803
$17K ﹤0.01%
236
1804
$17K ﹤0.01%
150
1805
$17K ﹤0.01%
94
1806
$17K ﹤0.01%
108
1807
$17K ﹤0.01%
840
1808
$17K ﹤0.01%
735
1809
$17K ﹤0.01%
126
1810
$17K ﹤0.01%
281
1811
$17K ﹤0.01%
1,554
1812
$17K ﹤0.01%
1,050
1813
$17K ﹤0.01%
327
1814
$17K ﹤0.01%
200
1815
$16K ﹤0.01%
213
1816
$16K ﹤0.01%
950
1817
$16K ﹤0.01%
300
1818
$16K ﹤0.01%
593
1819
$16K ﹤0.01%
108
1820
$16K ﹤0.01%
502
1821
$16K ﹤0.01%
775
1822
$16K ﹤0.01%
53
1823
$16K ﹤0.01%
95
1824
$16K ﹤0.01%
181
1825
$16K ﹤0.01%
745