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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
2276
$5K ﹤0.01%
34
2277
$5K ﹤0.01%
26
2278
$5K ﹤0.01%
101
2279
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2280
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2281
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16
2282
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234
2283
$5K ﹤0.01%
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2284
$5K ﹤0.01%
36
2285
$5K ﹤0.01%
100
2286
$5K ﹤0.01%
125
2287
$5K ﹤0.01%
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2288
$5K ﹤0.01%
467
2289
$5K ﹤0.01%
300
2290
$4K ﹤0.01%
40
2291
$4K ﹤0.01%
19
2292
$4K ﹤0.01%
152
2293
$4K ﹤0.01%
138
2294
$4K ﹤0.01%
21
2295
$4K ﹤0.01%
214
2296
$4K ﹤0.01%
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2297
$4K ﹤0.01%
218
2298
$4K ﹤0.01%
600
2299
$4K ﹤0.01%
17
2300
$4K ﹤0.01%
37