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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
2576
$2K ﹤0.01%
21
2577
$2K ﹤0.01%
175
2578
$2K ﹤0.01%
150
2579
$2K ﹤0.01%
28
2580
$2K ﹤0.01%
75
2581
$2K ﹤0.01%
112
2582
$2K ﹤0.01%
48
2583
$2K ﹤0.01%
148
2584
$2K ﹤0.01%
60
2585
$2K ﹤0.01%
34
2586
$2K ﹤0.01%
295
2587
$2K ﹤0.01%
7
2588
$2K ﹤0.01%
22
2589
$2K ﹤0.01%
209
2590
$2K ﹤0.01%
98
2591
$2K ﹤0.01%
197
2592
$2K ﹤0.01%
43
2593
$2K ﹤0.01%
30
2594
$2K ﹤0.01%
150
2595
$2K ﹤0.01%
32
2596
$2K ﹤0.01%
3
2597
$2K ﹤0.01%
31
2598
$2K ﹤0.01%
50
2599
$2K ﹤0.01%
31
2600
$2K ﹤0.01%
57
102 103
104
105 106