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
2901
$0 ﹤0.01%
7
2902
$0 ﹤0.01%
27
2903
$0 ﹤0.01%
10
2904
$0 ﹤0.01%
21
2905
$0 ﹤0.01%
1
2906
$0 ﹤0.01%
36
2907
$0 ﹤0.01%
2
2908
$0 ﹤0.01%
3
2909
$0 ﹤0.01%
30
2910
$0 ﹤0.01%
3
2911
$0 ﹤0.01%
6
2912
$0 ﹤0.01%
5
2913
0
2914
$0 ﹤0.01%
12
2915
$0 ﹤0.01%
1
2916
$0 ﹤0.01%
2
2917
$0 ﹤0.01%
8
2918
$0 ﹤0.01%
2
2919
$0 ﹤0.01%
4
2920
$0 ﹤0.01%
9
2921
$0 ﹤0.01%
12
2922
$0 ﹤0.01%
3