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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
3,026
New
Increased
Reduced
Closed

Top Buys

1
+$38.4M
2
+$562K
3
+$555K
4
CURI icon
CuriosityStream
CURI
+$74.9K
5
ONEM
1Life Healthcare
ONEM
+$20.6K

Top Sells

1
+$7.11M
2
+$5.71K
3
+$5.38K
4
BBBY
Bed Bath & Beyond
BBBY
+$163

Sector Composition

1 Technology 6.39%
2 Healthcare 4.97%
3 Financials 3.57%
4 Industrials 2.73%
5 Consumer Discretionary 2.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2476
$2K ﹤0.01%
114
2477
$2K ﹤0.01%
182
2478
– –
0
2479
$2K ﹤0.01%
41
2480
$2K ﹤0.01%
65
2481
$2K ﹤0.01%
16
2482
$2K ﹤0.01%
80
2483
$2K ﹤0.01%
60
2484
$2K ﹤0.01%
63
2485
$2K ﹤0.01%
128
2486
$2K ﹤0.01%
90
2487
$2K ﹤0.01%
37
2488
$2K ﹤0.01%
21
2489
$2K ﹤0.01%
300
2490
$2K ﹤0.01%
48
2491
– –
0
2492
$2K ﹤0.01%
74
2493
$2K ﹤0.01%
64
2494
$2K ﹤0.01%
40
2495
$2K ﹤0.01%
105
2496
$2K ﹤0.01%
67
2497
$2K ﹤0.01%
17
2498
$2K ﹤0.01%
58
2499
$2K ﹤0.01%
78
2500
$2K ﹤0.01%
106
98 99
100
101 102