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
2201
$6K ﹤0.01%
105
2202
$6K ﹤0.01%
191
2203
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223
2204
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2205
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2206
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355
2207
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329
2208
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85
2209
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2210
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34
2211
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5
2212
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2213
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2214
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60
2215
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40
2216
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300
+240
2217
$6K ﹤0.01%
250
2218
$6K ﹤0.01%
334
2219
$6K ﹤0.01%
76
2220
$6K ﹤0.01%
393
2221
$6K ﹤0.01%
120
2222
$6K ﹤0.01%
53
2223
$6K ﹤0.01%
99
2224
$6K ﹤0.01%
108
2225
$6K ﹤0.01%
26