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
+$55.7M
2
+$765K
3
+$675K
4
CURI icon
CuriosityStream
CURI
+$104K
5
ONEM
1Life Healthcare
ONEM
+$31K

Top Sells

1
+$8.61M
2
+$18K
3
+$11K
4
BIP icon
Brookfield Infrastructure Partners
BIP
+$6.83K
5
BBBY
Bed Bath & Beyond
BBBY
+$2.28K

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
651
$509K ﹤0.01%
2,202
652
$508K ﹤0.01%
9,724
653
$507K ﹤0.01%
1,698
654
$503K ﹤0.01%
5,247
655
$499K ﹤0.01%
11,541
656
$499K ﹤0.01%
9,150
657
$496K ﹤0.01%
12,127
658
$491K ﹤0.01%
5,048
659
$489K ﹤0.01%
3,170
660
$488K ﹤0.01%
7,425
661
$487K ﹤0.01%
9,826
662
$486K ﹤0.01%
2,862
663
$484K ﹤0.01%
1,926
664
$483K ﹤0.01%
2,973
665
$482K ﹤0.01%
7,610
666
$472K ﹤0.01%
11,525
667
$472K ﹤0.01%
13,111
668
$468K ﹤0.01%
5,444
669
$468K ﹤0.01%
10,168
670
$461K ﹤0.01%
6,100
671
$461K ﹤0.01%
8,486
672
$459K ﹤0.01%
19,001
673
$459K ﹤0.01%
1,857
674
$456K ﹤0.01%
7,350
675
$454K ﹤0.01%
8,693
25 26
27
28 29