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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
1851
$15K ﹤0.01%
+450
1852
$15K ﹤0.01%
325
1853
$15K ﹤0.01%
267
1854
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1855
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663
1856
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224
1857
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260
1858
$15K ﹤0.01%
470
1859
$15K ﹤0.01%
246
1860
$15K ﹤0.01%
719
1861
$15K ﹤0.01%
317
1862
$15K ﹤0.01%
273
1863
$15K ﹤0.01%
864
1864
$15K ﹤0.01%
2,000
1865
$15K ﹤0.01%
332
1866
$15K ﹤0.01%
337
1867
$15K ﹤0.01%
2,394
1868
$15K ﹤0.01%
764
1869
$15K ﹤0.01%
967
1870
$15K ﹤0.01%
+418
1871
$15K ﹤0.01%
90
1872
$15K ﹤0.01%
859
1873
$15K ﹤0.01%
3,504
1874
$15K ﹤0.01%
506
1875
$15K ﹤0.01%
200