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
3,026
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
2526
$2K ﹤0.01%
7
2527
$2K ﹤0.01%
22
2528
$2K ﹤0.01%
43
2529
$2K ﹤0.01%
30
2530
$2K ﹤0.01%
150
2531
$2K ﹤0.01%
32
2532
$2K ﹤0.01%
3
2533
$2K ﹤0.01%
31
2534
$2K ﹤0.01%
50
2535
$2K ﹤0.01%
31
2536
$2K ﹤0.01%
57
2537
$2K ﹤0.01%
8
2538
$2K ﹤0.01%
1,207
2539
$2K ﹤0.01%
30
2540
$2K ﹤0.01%
41
2541
$2K ﹤0.01%
55
2542
$2K ﹤0.01%
50
2543
$2K ﹤0.01%
59
2544
$2K ﹤0.01%
20
2545
$2K ﹤0.01%
81
2546
$2K ﹤0.01%
100
2547
$2K ﹤0.01%
+17
2548
$2K ﹤0.01%
46
2549
$2K ﹤0.01%
12
2550
$2K ﹤0.01%
71
100 101
102
103 104