We are live on ! Find out more
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
2326
$4K ﹤0.01%
136
2327
$4K ﹤0.01%
52
2328
$4K ﹤0.01%
38
2329
$4K ﹤0.01%
39
2330
$4K ﹤0.01%
158
2331
$4K ﹤0.01%
64
2332
$4K ﹤0.01%
21
2333
$4K ﹤0.01%
14
2334
$4K ﹤0.01%
282
2335
$4K ﹤0.01%
670
2336
$4K ﹤0.01%
50
2337
$4K ﹤0.01%
165
2338
$4K ﹤0.01%
105
2339
$4K ﹤0.01%
60
2340
$4K ﹤0.01%
168
2341
$4K ﹤0.01%
76
2342
$4K ﹤0.01%
102
2343
$4K ﹤0.01%
57
2344
$4K ﹤0.01%
33
2345
$4K ﹤0.01%
400
2346
$4K ﹤0.01%
135
2347
$4K ﹤0.01%
36
2348
$4K ﹤0.01%
56
2349
$4K ﹤0.01%
81
2350
$4K ﹤0.01%
119