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
+$55.7M
2
+$765K
3
+$675K
4
CURI icon
CuriosityStream
CURI
+$104K
5
ONEM
1Life Healthcare
ONEM
+$31K

Top Sells

1
+$8.61M
2
+$18K
3
+$11K
4
BIP icon
Brookfield Infrastructure Partners
BIP
+$6.83K
5
BBBY
Bed Bath & Beyond
BBBY
+$2.28K

Sector Composition

1 Technology 6.39%
2 Healthcare 4.97%
3 Financials 3.57%
4 Industrials 2.73%
5 Consumer Discretionary 2.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$5.44M 0.04%
80,742
277
$5.43M 0.04%
57,093
278
$5.34M 0.04%
40,826
279
$5.22M 0.04%
36,328
280
$5.17M 0.04%
114,297
281
$5.15M 0.04%
40,906
282
$4.97M 0.04%
98,005
283
$4.95M 0.04%
177,087
284
$4.91M 0.04%
63,488
285
$4.89M 0.04%
37,789
286
$4.83M 0.04%
77,058
287
$4.82M 0.04%
37,672
288
$4.53M 0.04%
669,575
289
$4.45M 0.04%
53,948
290
$4.43M 0.04%
73,109
291
$4.42M 0.04%
32,118
292
$4.41M 0.04%
124,103
293
$4.28M 0.03%
131,782
294
$4.25M 0.03%
46,331
295
$4.25M 0.03%
103,941
296
$4.24M 0.03%
70,629
297
$4.22M 0.03%
62,112
298
$4.21M 0.03%
36,455
299
$4.19M 0.03%
10
300
$4.15M 0.03%
13,327
10 11
12
13 14