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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
2701
$1K ﹤0.01%
50
2702
$1K ﹤0.01%
5
2703
$1K ﹤0.01%
33
2704
$1K ﹤0.01%
10
2705
$1K ﹤0.01%
41
2706
$1K ﹤0.01%
14
2707
$1K ﹤0.01%
62
2708
$1K ﹤0.01%
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2709
$1K ﹤0.01%
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2710
$1K ﹤0.01%
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2711
$1K ﹤0.01%
3
2712
$1K ﹤0.01%
18
2713
$1K ﹤0.01%
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2714
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2715
$1K ﹤0.01%
10
2716
$1K ﹤0.01%
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2717
$1K ﹤0.01%
14
2718
0
2719
$1K ﹤0.01%
111
2720
$1K ﹤0.01%
300
2721
$1K ﹤0.01%
1
2722
$1K ﹤0.01%
50
2723
$1K ﹤0.01%
27
2724
$1K ﹤0.01%
40
2725
$1K ﹤0.01%
12