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
3,053
New
Increased
Reduced
Closed

Top Buys

1 +$16M
2 +$12.4M
3 +$3.72M
4
NKTX icon
Nkarta
NKTX
+$3.67M
5
KLRS
Kalaris Therapeutics
KLRS
+$3.34M

Top Sells

1 +$215M
2 +$12.8M
3 +$464K
4
TREX icon
Trex
TREX
+$146K
5
IAC icon
IAC Inc
IAC
+$91.9K

Sector Composition

1 Technology 6.48%
2 Healthcare 5.1%
3 Financials 3.68%
4 Industrials 2.74%
5 Consumer Discretionary 2.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2701
$1K ﹤0.01%
86
2702
$1K ﹤0.01%
100
2703
$1K ﹤0.01%
52
2704
$1K ﹤0.01%
4
2705
$1K ﹤0.01%
16
2706
$1K ﹤0.01%
11
2707
$1K ﹤0.01%
22
2708
$1K ﹤0.01%
59
2709
$1K ﹤0.01%
21
2710
$1K ﹤0.01%
10
2711
$1K ﹤0.01%
19
2712
$1K ﹤0.01%
29
2713
$1K ﹤0.01%
5
2714
$1K ﹤0.01%
10
2715
$1K ﹤0.01%
41
2716
$1K ﹤0.01%
62
2717
$1K ﹤0.01%
29
2718
$1K ﹤0.01%
25
2719
$1K ﹤0.01%
37
2720
$1K ﹤0.01%
3
2721
$1K ﹤0.01%
16
2722
$1K ﹤0.01%
47
2723
$1K ﹤0.01%
+50
2724
$1K ﹤0.01%
28
2725
$1K ﹤0.01%
40