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
401
$2.1M 0.02%
43,769
402
$2.1M 0.02%
39,702
403
$2.1M 0.02%
25,670
404
$2.1M 0.02%
146,900
405
$2.09M 0.02%
63,643
406
$2.06M 0.02%
46,377
407
$2.06M 0.02%
30,837
408
$2.06M 0.02%
33,750
409
$2.04M 0.02%
27,454
410
$2.04M 0.02%
85,039
411
$2.03M 0.02%
62,081
412
$2.02M 0.02%
11,896
413
$2M 0.02%
14,239
414
$1.99M 0.02%
24,397
415
$1.98M 0.02%
19,483
416
$1.97M 0.02%
19,469
417
$1.96M 0.02%
10,150
418
$1.96M 0.02%
34,646
419
$1.96M 0.02%
31,756
420
$1.95M 0.02%
40,025
421
$1.95M 0.02%
12,364
422
$1.94M 0.02%
8,484
423
$1.93M 0.02%
34,425
424
$1.92M 0.02%
11,023
425
$1.92M 0.02%
26,526
15 16
17
18 19