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
426
$1.96M 0.02%
34,646
427
$1.96M 0.02%
31,756
428
$1.95M 0.02%
40,025
429
$1.95M 0.02%
12,364
430
$1.94M 0.02%
8,484
431
$1.93M 0.02%
34,425
432
$1.92M 0.02%
11,023
433
$1.92M 0.02%
26,526
434
$1.9M 0.02%
36,181
435
$1.89M 0.02%
20,174
436
$1.89M 0.02%
30,210
437
$1.88M 0.02%
39,763
438
$1.88M 0.02%
7,995
439
$1.87M 0.01%
53,786
440
$1.87M 0.01%
21,273
441
$1.87M 0.01%
47,199
442
$1.86M 0.01%
15,863
443
$1.86M 0.01%
21,513
444
$1.85M 0.01%
20,759
445
$1.85M 0.01%
42,656
446
$1.85M 0.01%
5,235
447
$1.84M 0.01%
35,418
448
$1.84M 0.01%
28,042
449
$1.84M 0.01%
18,090
450
$1.83M 0.01%
18,429
16 17
18
19 20