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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
1926
$13K ﹤0.01%
130
1927
$13K ﹤0.01%
688
1928
$13K ﹤0.01%
200
1929
$13K ﹤0.01%
297
1930
$13K ﹤0.01%
343
1931
$13K ﹤0.01%
467
1932
$13K ﹤0.01%
100
1933
$13K ﹤0.01%
232
1934
$13K ﹤0.01%
266
1935
$13K ﹤0.01%
320
1936
$13K ﹤0.01%
169
1937
$12K ﹤0.01%
50
1938
$12K ﹤0.01%
70
1939
$12K ﹤0.01%
1,377
1940
$12K ﹤0.01%
366
1941
$12K ﹤0.01%
156
1942
$12K ﹤0.01%
928
1943
$12K ﹤0.01%
375
1944
$12K ﹤0.01%
86
1945
$12K ﹤0.01%
273
1946
$12K ﹤0.01%
450
1947
$12K ﹤0.01%
592
1948
$12K ﹤0.01%
719
1949
$12K ﹤0.01%
18
1950
$12K ﹤0.01%
194