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
526
$1.22M 0.01%
141,330
527
$1.22M 0.01%
22,484
528
$1.21M 0.01%
15,525
529
$1.21M 0.01%
28,914
530
$1.21M 0.01%
45,423
531
$1.21M 0.01%
33,007
532
$1.2M 0.01%
23,321
533
$1.2M 0.01%
20,853
534
$1.2M 0.01%
37,005
535
$1.2M 0.01%
18,544
536
$1.19M 0.01%
79,783
537
$1.18M 0.01%
42,923
538
$1.18M 0.01%
10,280
539
$1.18M 0.01%
14,967
540
$1.18M 0.01%
35,400
541
$1.16M 0.01%
33,680
542
$1.12M 0.01%
13,237
543
$1.12M 0.01%
22,959
544
$1.11M 0.01%
4,945
545
$1.09M 0.01%
21,548
546
$1.08M 0.01%
30,627
547
$1.08M 0.01%
10,858
548
$1.07M 0.01%
9,947
549
$1.06M 0.01%
4,495
550
$1.06M 0.01%
15,694
20 21
22
23 24