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
476
$1.69M 0.01%
+28,889
477
$1.66M 0.01%
30,526
478
$1.65M 0.01%
44,196
479
$1.65M 0.01%
44,574
480
$1.64M 0.01%
13,534
481
$1.63M 0.01%
6,665
482
$1.61M 0.01%
2,557
483
$1.59M 0.01%
45,859
484
$1.58M 0.01%
10,218
485
$1.57M 0.01%
10,780
486
$1.57M 0.01%
26,064
487
$1.56M 0.01%
26,619
488
$1.55M 0.01%
7,982
489
$1.54M 0.01%
31,306
490
$1.51M 0.01%
13,533
491
$1.51M 0.01%
34,167
492
$1.51M 0.01%
9,224
493
$1.51M 0.01%
31,620
494
$1.5M 0.01%
155,505
495
$1.47M 0.01%
84,276
496
$1.46M 0.01%
19,944
497
$1.46M 0.01%
13,702
498
$1.44M 0.01%
11,636
499
$1.44M 0.01%
6,901
500
$1.41M 0.01%
13,748
18 19
20
21 22