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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 Buys

1
+$4.38M
2
+$4.22M
3
+$2.79M
4
DMXF icon
iShares ESG Advanced MSCI EAFE ETF
DMXF
+$1.86M
5
MLPX icon
Global X MLP & Energy Infrastructure ETF
MLPX
+$572K

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
2026
$10K ﹤0.01%
322
2027
$10K ﹤0.01%
111
2028
$10K ﹤0.01%
287
2029
$10K ﹤0.01%
2,265
2030
$10K ﹤0.01%
470
2031
$10K ﹤0.01%
10
2032
$10K ﹤0.01%
2,613
2033
$10K ﹤0.01%
121
2034
$10K ﹤0.01%
56
2035
$10K ﹤0.01%
462
2036
$10K ﹤0.01%
72
2037
$10K ﹤0.01%
196
2038
$10K ﹤0.01%
2,550
2039
$10K ﹤0.01%
324
2040
$10K ﹤0.01%
165
2041
$10K ﹤0.01%
704
2042
$10K ﹤0.01%
70
2043
$10K ﹤0.01%
529
2044
$10K ﹤0.01%
81
2045
$10K ﹤0.01%
407
2046
$10K ﹤0.01%
104
2047
$10K ﹤0.01%
20
2048
$10K ﹤0.01%
210
2049
$10K ﹤0.01%
253
2050
$9K ﹤0.01%
325
80 81
82
83 84