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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
2376
$3K ﹤0.01%
206
2377
$3K ﹤0.01%
135
2378
$3K ﹤0.01%
102
2379
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2380
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2381
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35
2382
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2383
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2384
$3K ﹤0.01%
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2385
$3K ﹤0.01%
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2386
$3K ﹤0.01%
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2387
$3K ﹤0.01%
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1,000
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$3K ﹤0.01%
91
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$3K ﹤0.01%
34
2391
$3K ﹤0.01%
75
2392
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2393
$3K ﹤0.01%
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$3K ﹤0.01%
650
2395
$3K ﹤0.01%
100
2396
$3K ﹤0.01%
100
2397
$3K ﹤0.01%
165
2398
$3K ﹤0.01%
65
2399
$3K ﹤0.01%
735
2400
$3K ﹤0.01%
42