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
451
$1.79M 0.01%
25,582
452
$1.78M 0.01%
22,000
453
$1.77M 0.01%
11,988
454
$1.77M 0.01%
25,331
455
$1.77M 0.01%
34,287
456
$1.77M 0.01%
91,973
457
$1.77M 0.01%
29,341
458
$1.76M 0.01%
26,257
459
$1.75M 0.01%
34,800
460
$1.75M 0.01%
29,969
461
$1.74M 0.01%
29,168
462
$1.72M 0.01%
25,417
463
$1.72M 0.01%
6,697
464
$1.71M 0.01%
17,591
465
$1.71M 0.01%
14,209
466
$1.7M 0.01%
44,253
467
$1.69M 0.01%
9,751
468
$1.66M 0.01%
30,526
469
$1.65M 0.01%
44,196
470
$1.65M 0.01%
44,574
471
$1.64M 0.01%
13,534
472
$1.63M 0.01%
6,665
473
$1.61M 0.01%
2,557
474
$1.59M 0.01%
45,859
475
$1.58M 0.01%
10,218
17 18
19
20 21