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
451
$1.83M 0.01%
32,783
452
$1.83M 0.01%
4,730
453
$1.83M 0.01%
27,626
454
$1.82M 0.01%
15,589
455
$1.82M 0.01%
38,591
456
$1.81M 0.01%
32,951
457
$1.81M 0.01%
18,665
458
$1.79M 0.01%
22,890
459
$1.79M 0.01%
25,582
460
$1.78M 0.01%
22,000
461
$1.77M 0.01%
11,988
462
$1.77M 0.01%
25,331
463
$1.77M 0.01%
34,287
464
$1.77M 0.01%
91,973
465
$1.77M 0.01%
29,341
466
$1.76M 0.01%
26,257
467
$1.75M 0.01%
34,800
468
$1.75M 0.01%
29,969
469
$1.74M 0.01%
29,168
470
$1.72M 0.01%
25,417
471
$1.72M 0.01%
6,697
472
$1.71M 0.01%
17,591
473
$1.71M 0.01%
14,209
474
$1.7M 0.01%
44,253
475
$1.69M 0.01%
9,751
17 18
19
20 21