Carson Wealth (CWM LLC)

Carson Wealth (CWM LLC) Portfolio holdings

AUM $36.9B
1-Year Est. Return 18.53%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.53%
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
2401
$3K ﹤0.01%
91
2402
$3K ﹤0.01%
777
-78
2403
$3K ﹤0.01%
535
2404
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37
2405
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2406
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206
2407
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135
2408
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102
2409
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41
2410
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98
2411
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35
2412
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109
2413
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25
2414
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2415
$3K ﹤0.01%
106
2416
$3K ﹤0.01%
104
2417
$3K ﹤0.01%
194
2418
$3K ﹤0.01%
1,000
2419
$3K ﹤0.01%
91
2420
$3K ﹤0.01%
52
2421
$3K ﹤0.01%
650
2422
$3K ﹤0.01%
100
2423
$3K ﹤0.01%
100
2424
$3K ﹤0.01%
165
2425
$3K ﹤0.01%
65