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
551
$1.04M 0.01%
3,863
552
$1.02M 0.01%
14,772
553
$1.01M 0.01%
13,842
554
$1.01M 0.01%
646
555
$1M 0.01%
3,863
556
$1M 0.01%
28,855
557
$997K 0.01%
5,111
558
$997K 0.01%
11,614
559
$991K 0.01%
265,023
560
$991K 0.01%
14,549
561
$988K 0.01%
1,129
562
$980K 0.01%
37,102
563
$945K 0.01%
4,953
564
$944K 0.01%
27,020
565
$943K 0.01%
18,728
566
$938K 0.01%
4,196
567
$934K 0.01%
20,387
568
$929K 0.01%
16,690
569
$916K 0.01%
3,756
570
$910K 0.01%
25,082
571
$910K 0.01%
10,192
572
$909K 0.01%
49,767
573
$909K 0.01%
22,501
574
$896K 0.01%
13,357
575
$893K 0.01%
13,017
21 22
23
24 25