Carson Wealth (CWM LLC)

Carson Wealth (CWM LLC) Portfolio holdings

AUM $36.9B
1-Year Est. Return 18.53%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.53%
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
1901
$13K ﹤0.01%
343
1902
$13K ﹤0.01%
467
1903
$13K ﹤0.01%
388
1904
$13K ﹤0.01%
232
1905
$13K ﹤0.01%
266
1906
$13K ﹤0.01%
320
1907
$13K ﹤0.01%
130
1908
$13K ﹤0.01%
688
1909
$13K ﹤0.01%
200
1910
$13K ﹤0.01%
455
1911
$13K ﹤0.01%
270
1912
$13K ﹤0.01%
126
1913
$13K ﹤0.01%
1,233
1914
$13K ﹤0.01%
1,417
1915
$13K ﹤0.01%
491
1916
$13K ﹤0.01%
579
1917
$13K ﹤0.01%
109
1918
$13K ﹤0.01%
229
1919
$13K ﹤0.01%
733
1920
$13K ﹤0.01%
122
1921
$13K ﹤0.01%
44
1922
$13K ﹤0.01%
100
1923
$13K ﹤0.01%
602
1924
$13K ﹤0.01%
72
1925
$13K ﹤0.01%
341