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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
701
$390K ﹤0.01%
1,666
702
$385K ﹤0.01%
14,414
703
$383K ﹤0.01%
2,950
704
$383K ﹤0.01%
5,782
705
$381K ﹤0.01%
5,255
706
$381K ﹤0.01%
5,826
707
$380K ﹤0.01%
350
708
$380K ﹤0.01%
6,008
709
$377K ﹤0.01%
17,502
710
$377K ﹤0.01%
1,771
711
$377K ﹤0.01%
4,834
712
$376K ﹤0.01%
5,541
713
$373K ﹤0.01%
4,161
714
$367K ﹤0.01%
4,134
715
$366K ﹤0.01%
5,525
716
$359K ﹤0.01%
1,515
717
$359K ﹤0.01%
6,900
718
$359K ﹤0.01%
20,871
719
$354K ﹤0.01%
8,510
720
$353K ﹤0.01%
7,034
721
$353K ﹤0.01%
17,872
722
$351K ﹤0.01%
1,668
723
$351K ﹤0.01%
1,227
724
$348K ﹤0.01%
251
725
$348K ﹤0.01%
4,455
27 28
29
30 31