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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
601
$718K 0.01%
10,151
602
$718K 0.01%
12,928
603
$710K 0.01%
25,252
604
$704K 0.01%
17,570
605
$703K 0.01%
21,722
606
$702K 0.01%
19,811
607
$692K 0.01%
5,849
608
$691K 0.01%
89,310
609
$687K 0.01%
18,515
610
$675K 0.01%
+19,716
611
$673K 0.01%
10,144
612
$668K 0.01%
62,478
613
$660K 0.01%
12,432
614
$656K 0.01%
11,496
615
$653K 0.01%
8,107
616
$643K 0.01%
9,880
617
$640K 0.01%
3,093
618
$630K 0.01%
12,632
619
$624K 0.01%
11,672
620
$621K 0.01%
9,803
621
$620K ﹤0.01%
2,337
622
$619K ﹤0.01%
8,190
623
$615K ﹤0.01%
23,170
624
$610K ﹤0.01%
10,186
625
$610K ﹤0.01%
7,338
23 24
25
26 27