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
2351
$4K ﹤0.01%
500
2352
$4K ﹤0.01%
40
2353
$4K ﹤0.01%
100
2354
$4K ﹤0.01%
263
2355
$4K ﹤0.01%
157
2356
$4K ﹤0.01%
200
2357
$4K ﹤0.01%
30
2358
$4K ﹤0.01%
128
2359
$4K ﹤0.01%
90
2360
$4K ﹤0.01%
13
2361
$4K ﹤0.01%
300
2362
$4K ﹤0.01%
340
2363
$4K ﹤0.01%
640
2364
$4K ﹤0.01%
112
2365
$4K ﹤0.01%
27
2366
$4K ﹤0.01%
116
2367
$4K ﹤0.01%
52
2368
$4K ﹤0.01%
82
2369
$4K ﹤0.01%
75
2370
$4K ﹤0.01%
32
2371
$4K ﹤0.01%
171
2372
$4K ﹤0.01%
102
2373
$4K ﹤0.01%
60
2374
$3K ﹤0.01%
74
+59
2375
$3K ﹤0.01%
34