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Carson Wealth (CWM LLC)

Carson Wealth (CWM LLC) Portfolio holdings

AUM $38B
1-Year Est. Return 19.67%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.67%
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
3,026
New
Increased
Reduced
Closed

Top Buys

1
+$38.4M
2
+$562K
3
+$555K
4
CURI icon
CuriosityStream
CURI
+$74.9K
5
ONEM
1Life Healthcare
ONEM
+$20.6K

Top Sells

1
+$7.11M
2
+$5.71K
3
+$5.38K
4
BBBY
Bed Bath & Beyond
BBBY
+$163

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
576
$854K 0.01%
16,230
577
$840K 0.01%
26,190
578
$836K 0.01%
53,719
579
$835K 0.01%
2,309
580
$829K 0.01%
26,234
581
$823K 0.01%
13,507
582
$823K 0.01%
20,155
583
$821K 0.01%
10,761
584
$818K 0.01%
3,772
585
$806K 0.01%
10,169
586
$804K 0.01%
3,423
587
$787K 0.01%
7,065
588
$785K 0.01%
14,896
589
$784K 0.01%
26,090
590
$771K 0.01%
8,945
591
$769K 0.01%
13,002
592
$765K 0.01%
+21,056
593
$756K 0.01%
6,483
594
$755K 0.01%
12,228
595
$753K 0.01%
8,256
596
$746K 0.01%
2,698
597
$742K 0.01%
17,625
598
$734K 0.01%
6,002
599
$728K 0.01%
31,950
600
$724K 0.01%
9,023
22 23
24
25 26