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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
2576
$2K ﹤0.01%
21
2577
$2K ﹤0.01%
88
2578
$2K ﹤0.01%
124
2579
$2K ﹤0.01%
188
2580
$2K ﹤0.01%
86
2581
$2K ﹤0.01%
576
2582
$2K ﹤0.01%
24
2583
$2K ﹤0.01%
259
2584
$2K ﹤0.01%
60
2585
$2K ﹤0.01%
145
2586
$2K ﹤0.01%
209
2587
$2K ﹤0.01%
98
2588
$2K ﹤0.01%
197
2589
$1K ﹤0.01%
16
2590
$1K ﹤0.01%
11
2591
$1K ﹤0.01%
77
2592
$1K ﹤0.01%
1
2593
$1K ﹤0.01%
40
2594
$1K ﹤0.01%
227
2595
$1K ﹤0.01%
34
2596
$1K ﹤0.01%
50
2597
$1K ﹤0.01%
44
2598
$1K ﹤0.01%
8
2599
$1K ﹤0.01%
8
2600
$1K ﹤0.01%
103