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
351
$2.86M 0.02%
18,971
352
$2.84M 0.02%
17,921
353
$2.79M 0.02%
19,326
354
$2.77M 0.02%
105,678
355
$2.77M 0.02%
43,804
356
$2.75M 0.02%
36,415
357
$2.72M 0.02%
79,129
358
$2.68M 0.02%
26,335
359
$2.68M 0.02%
96,579
360
$2.64M 0.02%
22,634
361
$2.64M 0.02%
14,918
362
$2.6M 0.02%
95,926
363
$2.59M 0.02%
55,406
364
$2.59M 0.02%
17,892
365
$2.58M 0.02%
8,848
366
$2.57M 0.02%
23,763
367
$2.56M 0.02%
20,917
368
$2.53M 0.02%
138,320
369
$2.53M 0.02%
52,741
370
$2.48M 0.02%
103,656
371
$2.47M 0.02%
43,287
372
$2.47M 0.02%
67,278
373
$2.45M 0.02%
24,976
374
$2.44M 0.02%
11,228
375
$2.43M 0.02%
10,167
13 14
15
16 17