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
3,010
New
Increased
Reduced
Closed

Top Buys

1 +$8.55M
2 +$4.26M
3 +$3.03M
4
DMXF icon
iShares ESG Advanced MSCI EAFE ETF
DMXF
+$2.45M
5
CARR icon
Carrier Global
CARR
+$1.12M

Top Sells

1 +$49.7M
2 +$1.25M
3 +$28K
4
PHG icon
Philips
PHG
+$24.5K
5
WKHS icon
Workhorse Group
WKHS
+$18K

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
1926
$13K ﹤0.01%
1,569
1927
$13K ﹤0.01%
471
1928
$13K ﹤0.01%
733
1929
$13K ﹤0.01%
122
1930
$13K ﹤0.01%
701
1931
$13K ﹤0.01%
130
1932
$13K ﹤0.01%
688
1933
$13K ﹤0.01%
200
1934
$13K ﹤0.01%
455
1935
$13K ﹤0.01%
200
1936
$13K ﹤0.01%
243
1937
$12K ﹤0.01%
375
1938
$12K ﹤0.01%
86
1939
$12K ﹤0.01%
450
1940
$12K ﹤0.01%
592
1941
$12K ﹤0.01%
719
1942
$12K ﹤0.01%
18
1943
$12K ﹤0.01%
194
1944
$12K ﹤0.01%
1,000
1945
$12K ﹤0.01%
480
1946
$12K ﹤0.01%
442
1947
$12K ﹤0.01%
595
1948
$12K ﹤0.01%
235
1949
$12K ﹤0.01%
130
1950
$12K ﹤0.01%
62