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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
1976
$11K ﹤0.01%
209
1977
$11K ﹤0.01%
346
1978
$11K ﹤0.01%
105
1979
$11K ﹤0.01%
1,558
1980
$11K ﹤0.01%
88
1981
$11K ﹤0.01%
184
1982
$11K ﹤0.01%
62
1983
$11K ﹤0.01%
164
1984
$11K ﹤0.01%
1,199
1985
$11K ﹤0.01%
725
1986
$11K ﹤0.01%
117
1987
$11K ﹤0.01%
728
1988
$11K ﹤0.01%
1,500
1989
$11K ﹤0.01%
305
1990
$11K ﹤0.01%
230
1991
$11K ﹤0.01%
1,124
1992
$11K ﹤0.01%
204
1993
$11K ﹤0.01%
296
1994
$11K ﹤0.01%
663
1995
$11K ﹤0.01%
300
1996
$11K ﹤0.01%
73
1997
$11K ﹤0.01%
600
1998
$11K ﹤0.01%
1,120
1999
$11K ﹤0.01%
150
2000
$11K ﹤0.01%
1,105