Carson Wealth (CWM LLC)

Carson Wealth (CWM LLC) Portfolio holdings

AUM $36.9B
1-Year Est. Return 18.53%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.53%
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
3,010
New
Increased
Reduced
Closed

Top Buys

1 +$55.7M
2 +$765K
3 +$675K
4
CURI icon
CuriosityStream
CURI
+$104K
5
ONEM
1Life Healthcare
ONEM
+$31K

Top Sells

1 +$8.61M
2 +$18K
3 +$11K
4
BIP icon
Brookfield Infrastructure Partners
BIP
+$6.83K
5
BBBY
Bed Bath & Beyond
BBBY
+$2.28K

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
2651
$1K ﹤0.01%
253
2652
$1K ﹤0.01%
57
2653
$1K ﹤0.01%
35
2654
$1K ﹤0.01%
8
2655
$1K ﹤0.01%
55
2656
$1K ﹤0.01%
45
2657
$1K ﹤0.01%
148
2658
$1K ﹤0.01%
29
2659
$1K ﹤0.01%
21
2660
$1K ﹤0.01%
16
2661
$1K ﹤0.01%
18
2662
$1K ﹤0.01%
8
2663
$1K ﹤0.01%
68
2664
$1K ﹤0.01%
69
2665
$1K ﹤0.01%
27
2666
$1K ﹤0.01%
21
2667
$1K ﹤0.01%
13
2668
$1K ﹤0.01%
10
2669
$1K ﹤0.01%
3
2670
$1K ﹤0.01%
86
2671
$1K ﹤0.01%
100
2672
$1K ﹤0.01%
11
2673
$1K ﹤0.01%
40
2674
$1K ﹤0.01%
80
2675
$1K ﹤0.01%
82