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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
626
$597K ﹤0.01%
4,408
627
$594K ﹤0.01%
18,794
628
$591K ﹤0.01%
855
629
$589K ﹤0.01%
32,321
630
$588K ﹤0.01%
21,302
631
$587K ﹤0.01%
14,915
632
$574K ﹤0.01%
18,931
633
$572K ﹤0.01%
19,730
634
$571K ﹤0.01%
10,851
635
$569K ﹤0.01%
28,104
636
$564K ﹤0.01%
11,840
637
$559K ﹤0.01%
17,846
638
$546K ﹤0.01%
45,500
639
$545K ﹤0.01%
6,643
640
$542K ﹤0.01%
9,736
641
$540K ﹤0.01%
6,267
642
$534K ﹤0.01%
3,603
643
$534K ﹤0.01%
3,548
644
$531K ﹤0.01%
3,212
645
$528K ﹤0.01%
1,530
646
$528K ﹤0.01%
30,456
647
$522K ﹤0.01%
14,220
648
$516K ﹤0.01%
1,351
649
$515K ﹤0.01%
3,107
650
$512K ﹤0.01%
9,392
24 25
26
27 28