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
1951
$12K ﹤0.01%
273
1952
$12K ﹤0.01%
450
1953
$12K ﹤0.01%
592
1954
$12K ﹤0.01%
719
1955
$12K ﹤0.01%
18
1956
$12K ﹤0.01%
194
1957
$12K ﹤0.01%
1,000
1958
$12K ﹤0.01%
244
1959
$12K ﹤0.01%
90
1960
$12K ﹤0.01%
480
1961
$12K ﹤0.01%
442
1962
$12K ﹤0.01%
595
1963
$12K ﹤0.01%
235
1964
$12K ﹤0.01%
130
1965
$12K ﹤0.01%
62
1966
$12K ﹤0.01%
2,000
1967
$11K ﹤0.01%
380
1968
$11K ﹤0.01%
159
1969
$11K ﹤0.01%
62
1970
$11K ﹤0.01%
1,199
1971
$11K ﹤0.01%
725
1972
$11K ﹤0.01%
117
1973
$11K ﹤0.01%
728
1974
$11K ﹤0.01%
1,500
1975
$11K ﹤0.01%
305