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
326
$3.51M 0.03%
30,316
327
$3.5M 0.03%
21,128
328
$3.49M 0.03%
6,914
329
$3.39M 0.03%
29,515
330
$3.38M 0.03%
24,127
331
$3.33M 0.03%
62,108
332
$3.32M 0.03%
101,486
333
$3.31M 0.03%
53,058
334
$3.26M 0.03%
35,248
335
$3.24M 0.03%
59,192
336
$3.19M 0.03%
11,587
337
$3.17M 0.03%
55,247
338
$3.12M 0.02%
8,216
339
$3.07M 0.02%
56,744
340
$3.06M 0.02%
13,926
341
$3.06M 0.02%
21,772
342
$3.02M 0.02%
12,601
343
$3.02M 0.02%
128,629
344
$2.98M 0.02%
49,712
345
$2.97M 0.02%
26,335
346
$2.94M 0.02%
19,624
347
$2.93M 0.02%
17,637
348
$2.93M 0.02%
24,375
349
$2.9M 0.02%
12,189
350
$2.88M 0.02%
222,095
12 13
14
15 16