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
3,026
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
5
TR icon
Tootsie Roll Industries
TR
+$29

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
2676
$1K ﹤0.01%
45
2677
$1K ﹤0.01%
148
2678
$1K ﹤0.01%
29
2679
$1K ﹤0.01%
21
2680
$1K ﹤0.01%
16
2681
$1K ﹤0.01%
69
2682
$1K ﹤0.01%
27
2683
$1K ﹤0.01%
21
2684
$1K ﹤0.01%
13
2685
$1K ﹤0.01%
10
2686
$1K ﹤0.01%
3
2687
$1K ﹤0.01%
86
2688
$1K ﹤0.01%
100
2689
$1K ﹤0.01%
11
2690
$1K ﹤0.01%
40
2691
$1K ﹤0.01%
80
2692
$1K ﹤0.01%
82
2693
$1K ﹤0.01%
52
2694
$1K ﹤0.01%
122
2695
$1K ﹤0.01%
20
2696
$1K ﹤0.01%
55
2697
$1K ﹤0.01%
70
2698
$1K ﹤0.01%
6
2699
$1K ﹤0.01%
8
2700
$1K ﹤0.01%
49