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
2076
$9K ﹤0.01%
138
2077
$9K ﹤0.01%
87
2078
$9K ﹤0.01%
309
2079
$9K ﹤0.01%
602
2080
$9K ﹤0.01%
187
2081
$9K ﹤0.01%
1,150
2082
$9K ﹤0.01%
581
2083
$8K ﹤0.01%
400
2084
$8K ﹤0.01%
420
2085
$8K ﹤0.01%
453
2086
$8K ﹤0.01%
79
2087
$8K ﹤0.01%
66
2088
$8K ﹤0.01%
188
2089
$8K ﹤0.01%
174
2090
$8K ﹤0.01%
175
2091
$8K ﹤0.01%
117
2092
$8K ﹤0.01%
113
2093
$8K ﹤0.01%
108
2094
$8K ﹤0.01%
462
2095
$8K ﹤0.01%
250
2096
$8K ﹤0.01%
100
2097
$8K ﹤0.01%
269
2098
$8K ﹤0.01%
50
2099
$8K ﹤0.01%
225
2100
$8K ﹤0.01%
442