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
2126
$8K ﹤0.01%
150
2127
$8K ﹤0.01%
23
2128
$8K ﹤0.01%
700
2129
$8K ﹤0.01%
1,007
2130
$8K ﹤0.01%
2,794
2131
$8K ﹤0.01%
12
2132
$8K ﹤0.01%
797
2133
$8K ﹤0.01%
15
2134
$8K ﹤0.01%
179
2135
$7K ﹤0.01%
579
2136
$7K ﹤0.01%
200
2137
$7K ﹤0.01%
162
2138
$7K ﹤0.01%
98
2139
$7K ﹤0.01%
320
2140
$7K ﹤0.01%
688
2141
$7K ﹤0.01%
182
2142
$7K ﹤0.01%
95
2143
$7K ﹤0.01%
239
2144
$7K ﹤0.01%
49
2145
$7K ﹤0.01%
500
2146
$7K ﹤0.01%
261
2147
$7K ﹤0.01%
101
2148
$7K ﹤0.01%
244
2149
$7K ﹤0.01%
500
2150
$7K ﹤0.01%
254