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
2751
$1K ﹤0.01%
55
2752
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70
2753
$1K ﹤0.01%
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2754
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2755
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30
2756
$1K ﹤0.01%
9
2757
– –
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2758
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2759
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2760
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2761
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2762
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2763
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2765
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2766
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2767
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5
2768
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2769
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2770
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2771
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2772
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2773
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29
2774
$1K ﹤0.01%
8
2775
$1K ﹤0.01%
15
109 110
111
112 113