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
526
$1.19M 0.01%
79,783
527
$1.18M 0.01%
42,923
528
$1.18M 0.01%
10,280
529
$1.18M 0.01%
14,967
530
$1.18M 0.01%
35,400
531
$1.16M 0.01%
33,680
532
$1.12M 0.01%
13,237
533
$1.11M 0.01%
4,945
534
$1.09M 0.01%
21,548
535
$1.08M 0.01%
30,627
536
$1.08M 0.01%
10,858
537
$1.07M 0.01%
9,947
538
$1.06M 0.01%
4,495
539
$1.06M 0.01%
15,694
540
$1.04M 0.01%
3,863
541
$1.02M 0.01%
14,772
542
$1.01M 0.01%
13,842
543
$1.01M 0.01%
646
544
$1M 0.01%
3,863
545
$1M 0.01%
28,855
546
$997K 0.01%
5,111
547
$997K 0.01%
11,614
548
$991K 0.01%
265,023
549
$991K 0.01%
14,549
550
$988K 0.01%
1,129
20 21
22
23 24