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 +$9.8M
2 +$8.63M
3 +$3.95M
4
DNB
Dun & Bradstreet
DNB
+$3.13M
5
KLRS
Kalaris Therapeutics
KLRS
+$2.22M

Top Sells

1 +$269M
2 +$24.5M
3 +$484K
4
TREX icon
Trex
TREX
+$216K
5
IAC icon
IAC Inc
IAC
+$113K

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
2776
$1K ﹤0.01%
27
2777
$1K ﹤0.01%
56
2778
$1K ﹤0.01%
94
2779
$1K ﹤0.01%
83
2780
$1K ﹤0.01%
37
2781
$1K ﹤0.01%
224
2782
$1K ﹤0.01%
36
2783
$1K ﹤0.01%
55
2784
$1K ﹤0.01%
15
2785
$1K ﹤0.01%
30
2786
$1K ﹤0.01%
7
2787
$1K ﹤0.01%
46
2788
$1K ﹤0.01%
53
2789
$1K ﹤0.01%
54
2790
$1K ﹤0.01%
4
2791
$1K ﹤0.01%
48
2792
$1K ﹤0.01%
21
2793
$1K ﹤0.01%
60
2794
$1K ﹤0.01%
253
2795
$1K ﹤0.01%
48
2796
$1K ﹤0.01%
28
2797
$0 ﹤0.01%
10
2798
$0 ﹤0.01%
2
2799
0
2800
$0 ﹤0.01%
8