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
426
$1.9M 0.02%
36,181
427
$1.89M 0.02%
20,174
428
$1.89M 0.02%
30,210
429
$1.88M 0.02%
39,763
430
$1.88M 0.02%
7,995
431
$1.87M 0.01%
53,786
432
$1.87M 0.01%
21,273
433
$1.87M 0.01%
47,199
434
$1.86M 0.01%
15,863
435
$1.86M 0.01%
21,513
436
$1.85M 0.01%
20,759
437
$1.85M 0.01%
42,656
438
$1.85M 0.01%
5,235
439
$1.84M 0.01%
35,418
440
$1.84M 0.01%
28,042
441
$1.84M 0.01%
18,090
442
$1.83M 0.01%
18,429
443
$1.83M 0.01%
32,783
444
$1.83M 0.01%
4,730
445
$1.83M 0.01%
27,626
446
$1.82M 0.01%
15,589
447
$1.82M 0.01%
38,591
448
$1.81M 0.01%
32,951
449
$1.81M 0.01%
18,665
450
$1.79M 0.01%
22,890
16 17
18
19 20