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
+$9.8M
2
+$8.63M
3
+$3.95M
4
DNB
Dun & Bradstreet
DNB
+$3.13M
5
KLRS
Kalaris Therapeutics
KLRS
+$2.22M

Top Sells

1
+$269M
2
+$24.5M
3
+$484K
4
TREX icon
Trex
TREX
+$216K
5
IAC icon
IAC Inc
IAC
+$113K

Sector Composition

1 Technology 6.48%
2 Healthcare 5.1%
3 Financials 3.68%
4 Industrials 2.74%
5 Consumer Discretionary 2.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$2.19M 0.02%
36,569
402
$2.18M 0.02%
20,570
403
$2.17M 0.02%
31,775
404
$2.13M 0.02%
55,064
405
$2.13M 0.02%
24,912
406
$2.12M 0.02%
68,363
407
$2.11M 0.02%
92,343
408
$2.11M 0.02%
44,124
409
$2.1M 0.02%
43,769
410
$2.1M 0.02%
39,702
411
$2.1M 0.02%
25,670
412
$2.1M 0.02%
146,900
413
$2.09M 0.02%
63,643
414
$2.06M 0.02%
46,377
415
$2.06M 0.02%
30,837
416
$2.06M 0.02%
33,750
417
$2.04M 0.02%
27,454
418
$2.04M 0.02%
85,039
419
$2.03M 0.02%
62,081
420
$2.02M 0.02%
11,896
421
$2M 0.02%
14,239
422
$1.99M 0.02%
24,397
423
$1.98M 0.02%
19,483
424
$1.97M 0.02%
19,469
425
$1.96M 0.02%
10,150
15 16
17
18 19