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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 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
2251
$5K ﹤0.01%
210
2252
$5K ﹤0.01%
321
2253
$5K ﹤0.01%
575
2254
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180
2255
$5K ﹤0.01%
91
2256
$5K ﹤0.01%
205
2257
$5K ﹤0.01%
139
2258
$5K ﹤0.01%
2,048
2259
$5K ﹤0.01%
300
2260
$5K ﹤0.01%
324
2261
$5K ﹤0.01%
300
2262
$5K ﹤0.01%
100
2263
$5K ﹤0.01%
796
2264
$5K ﹤0.01%
94
2265
$5K ﹤0.01%
112
2266
$5K ﹤0.01%
66
2267
$5K ﹤0.01%
600
2268
$5K ﹤0.01%
70
2269
$5K ﹤0.01%
72
2270
$5K ﹤0.01%
200
2271
$5K ﹤0.01%
384
2272
$5K ﹤0.01%
500
2273
$5K ﹤0.01%
477
2274
$5K ﹤0.01%
85
2275
$5K ﹤0.01%
93