We are live on ! Find out more
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
3,053
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
PPLI
People Inc
PPLI
+$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
2801
$0 ﹤0.01%
7
2802
$0 ﹤0.01%
10
2803
$0 ﹤0.01%
21
2804
$0 ﹤0.01%
1
2805
$0 ﹤0.01%
36
2806
$0 ﹤0.01%
2
2807
$0 ﹤0.01%
3
2808
$0 ﹤0.01%
5
2809
$0 ﹤0.01%
10
2810
$0 ﹤0.01%
1
2811
$0 ﹤0.01%
13
2812
$0 ﹤0.01%
54
2813
$0 ﹤0.01%
17
2814
$0 ﹤0.01%
9
2815
$0 ﹤0.01%
1
2816
$0 ﹤0.01%
16
2817
$0 ﹤0.01%
5
2818
0
2819
$0 ﹤0.01%
200
2820
$0 ﹤0.01%
4
2821
$0 ﹤0.01%
4
2822
$0 ﹤0.01%
3
2823
$0 ﹤0.01%
16
2824
$0 ﹤0.01%
2
2825
$0 ﹤0.01%
10