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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
2601
$1K ﹤0.01%
47
2602
$1K ﹤0.01%
10
2603
$1K ﹤0.01%
9
2604
$1K ﹤0.01%
15
2605
$1K ﹤0.01%
18
2606
$1K ﹤0.01%
52
2607
$1K ﹤0.01%
27
2608
$1K ﹤0.01%
28
2609
$1K ﹤0.01%
27
2610
$1K ﹤0.01%
56
2611
$1K ﹤0.01%
94
2612
$1K ﹤0.01%
83
2613
$1K ﹤0.01%
37
2614
$1K ﹤0.01%
75
2615
$1K ﹤0.01%
36
2616
$1K ﹤0.01%
55
2617
$1K ﹤0.01%
9
2618
$1K ﹤0.01%
20
2619
$1K ﹤0.01%
1
2620
$1K ﹤0.01%
59
2621
$1K ﹤0.01%
263
2622
$1K ﹤0.01%
300
2623
$1K ﹤0.01%
162
2624
$1K ﹤0.01%
37
2625
$1K ﹤0.01%
15