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
3,026
New
Increased
Reduced
Closed

Top Buys

1
+$38.4M
2
+$562K
3
+$555K
4
CURI icon
CuriosityStream
CURI
+$74.9K
5
ONEM
1Life Healthcare
ONEM
+$20.6K

Top Sells

1
+$7.11M
2
+$5.71K
3
+$5.38K
4
BBBY
Bed Bath & Beyond
BBBY
+$163
5
TR icon
Tootsie Roll Industries
TR
+$29

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
376
$2.38M 0.02%
44,468
377
$2.36M 0.02%
9,731
378
$2.35M 0.02%
10,528
379
$2.35M 0.02%
14,170
380
$2.35M 0.02%
68,446
381
$2.32M 0.02%
4,146
382
$2.31M 0.02%
77,994
383
$2.31M 0.02%
16,127
384
$2.29M 0.02%
38,008
385
$2.28M 0.02%
88,550
386
$2.27M 0.02%
104,901
387
$2.26M 0.02%
40,801
388
$2.23M 0.02%
82,892
389
$2.22M 0.02%
4,524
390
$2.22M 0.02%
21,527
391
$2.21M 0.02%
14,312
392
$2.19M 0.02%
19,071
393
$2.19M 0.02%
36,569
394
$2.18M 0.02%
20,570
395
$2.17M 0.02%
31,775
396
$2.13M 0.02%
55,064
397
$2.13M 0.02%
39,585
398
$2.12M 0.02%
68,363
399
$2.11M 0.02%
92,343
400
$2.11M 0.02%
44,124
14 15
16
17 18