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
2676
$1K ﹤0.01%
52
2677
$1K ﹤0.01%
122
2678
$1K ﹤0.01%
36
2679
$1K ﹤0.01%
55
2680
$1K ﹤0.01%
70
2681
$1K ﹤0.01%
6
2682
$1K ﹤0.01%
22
2683
$1K ﹤0.01%
59
2684
$1K ﹤0.01%
21
2685
$1K ﹤0.01%
10
2686
$1K ﹤0.01%
8
2687
$1K ﹤0.01%
28
2688
$1K ﹤0.01%
27
2689
$1K ﹤0.01%
75
2690
$1K ﹤0.01%
14
2691
$1K ﹤0.01%
74
2692
$1K ﹤0.01%
43
2693
0
2694
$1K ﹤0.01%
13
2695
$1K ﹤0.01%
16
2696
$1K ﹤0.01%
52
2697
$1K ﹤0.01%
20
2698
$1K ﹤0.01%
26
2699
$1K ﹤0.01%
50
2700
$1K ﹤0.01%
5