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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
3,053
New
Increased
Reduced
Closed

Top Buys

1
+$16M
2
+$12.4M
3
+$3.72M
4
NKTX icon
Nkarta
NKTX
+$3.67M
5
KLRS
Kalaris Therapeutics
KLRS
+$3.34M

Top Sells

1
+$215M
2
+$12.8M
3
+$464K
4
TREX icon
Trex
TREX
+$146K
5
PPLI
People Inc
PPLI
+$91.9K

Sector Composition

1 Technology 6.48%
2 Healthcare 5.1%
3 Financials 3.68%
4 Industrials 2.74%
5 Consumer Discretionary 2.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2501
$3K ﹤0.01%
67
2502
$3K ﹤0.01%
17
2503
$3K ﹤0.01%
510
2504
$3K ﹤0.01%
104
2505
$3K ﹤0.01%
194
2506
$3K ﹤0.01%
1,000
2507
$3K ﹤0.01%
91
2508
$3K ﹤0.01%
34
2509
$3K ﹤0.01%
201
2510
$3K ﹤0.01%
54
2511
$3K ﹤0.01%
16
2512
$3K ﹤0.01%
50
2513
$3K ﹤0.01%
35
2514
$3K ﹤0.01%
22
2515
$3K ﹤0.01%
322
2516
$2K ﹤0.01%
86
2517
$2K ﹤0.01%
16
2518
$2K ﹤0.01%
80
2519
$2K ﹤0.01%
41
2520
$2K ﹤0.01%
49
2521
$2K ﹤0.01%
15
2522
$2K ﹤0.01%
50
2523
$2K ﹤0.01%
65
2524
$2K ﹤0.01%
43
2525
$2K ﹤0.01%
58
99 100
101
102 103