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
676
$454K ﹤0.01%
25,871
677
$450K ﹤0.01%
23,200
678
$443K ﹤0.01%
7,987
679
$441K ﹤0.01%
9,988
680
$435K ﹤0.01%
20,331
681
$435K ﹤0.01%
8,225
682
$432K ﹤0.01%
2,349
683
$422K ﹤0.01%
13,014
684
$422K ﹤0.01%
4,971
685
$412K ﹤0.01%
1,172
686
$411K ﹤0.01%
1,183
687
$411K ﹤0.01%
13,211
688
$407K ﹤0.01%
4,767
689
$404K ﹤0.01%
825
690
$403K ﹤0.01%
4,690
691
$402K ﹤0.01%
3,975
692
$402K ﹤0.01%
5,419
693
$401K ﹤0.01%
6,320
694
$399K ﹤0.01%
138
695
$398K ﹤0.01%
14,046
696
$398K ﹤0.01%
6,570
697
$396K ﹤0.01%
1,244
698
$395K ﹤0.01%
2,708
699
$393K ﹤0.01%
4,228
700
$392K ﹤0.01%
13,390
26 27
28
29 30