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
2026
$10K ﹤0.01%
704
2027
$10K ﹤0.01%
253
2028
$10K ﹤0.01%
70
2029
$10K ﹤0.01%
529
2030
$10K ﹤0.01%
250
2031
$10K ﹤0.01%
225
2032
$10K ﹤0.01%
500
2033
$10K ﹤0.01%
1,025
2034
$10K ﹤0.01%
134
2035
$10K ﹤0.01%
104
2036
$10K ﹤0.01%
137
2037
$10K ﹤0.01%
861
2038
$10K ﹤0.01%
189
2039
$10K ﹤0.01%
1,480
2040
$10K ﹤0.01%
400
2041
$10K ﹤0.01%
535
2042
$10K ﹤0.01%
584
2043
$10K ﹤0.01%
104
2044
$10K ﹤0.01%
72
2045
$10K ﹤0.01%
196
2046
$10K ﹤0.01%
237
2047
$10K ﹤0.01%
460
2048
$10K ﹤0.01%
81
2049
$10K ﹤0.01%
407
2050
$9K ﹤0.01%
325