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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
2551
$2K ﹤0.01%
54
2552
$2K ﹤0.01%
82
2553
$2K ﹤0.01%
450
2554
$2K ﹤0.01%
40
2555
$2K ﹤0.01%
66
2556
$2K ﹤0.01%
45
2557
$2K ﹤0.01%
21
2558
$2K ﹤0.01%
56
2559
$2K ﹤0.01%
25
2560
$2K ﹤0.01%
20
2561
$2K ﹤0.01%
134
2562
$2K ﹤0.01%
43
2563
$2K ﹤0.01%
342
2564
$2K ﹤0.01%
127
2565
$2K ﹤0.01%
35
2566
$2K ﹤0.01%
111
2567
$2K ﹤0.01%
50
2568
$2K ﹤0.01%
34
2569
$2K ﹤0.01%
7
2570
$2K ﹤0.01%
63
2571
$2K ﹤0.01%
100
2572
$2K ﹤0.01%
438
2573
$2K ﹤0.01%
384
2574
$2K ﹤0.01%
32
2575
$2K ﹤0.01%
78
101 102
103
104 105