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
+$9.8M
2
+$8.63M
3
+$3.95M
4
DNB
Dun & Bradstreet
DNB
+$3.13M
5
KLRS
Kalaris Therapeutics
KLRS
+$2.22M

Top Sells

1
+$269M
2
+$24.5M
3
+$484K
4
TREX icon
Trex
TREX
+$216K
5
IAC icon
IAC Inc
IAC
+$113K

Sector Composition

1 Technology 6.48%
2 Healthcare 5.1%
3 Financials 3.68%
4 Industrials 2.74%
5 Consumer Discretionary 2.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
701
$407K ﹤0.01%
4,767
702
$404K ﹤0.01%
825
703
$403K ﹤0.01%
4,690
704
$402K ﹤0.01%
3,975
705
$402K ﹤0.01%
5,419
706
$401K ﹤0.01%
6,320
707
$399K ﹤0.01%
138
708
$398K ﹤0.01%
14,046
709
$398K ﹤0.01%
6,570
710
$396K ﹤0.01%
1,244
711
$395K ﹤0.01%
2,708
712
$393K ﹤0.01%
4,228
713
$392K ﹤0.01%
13,390
714
$390K ﹤0.01%
1,666
715
$385K ﹤0.01%
14,414
716
$383K ﹤0.01%
2,950
717
$383K ﹤0.01%
5,782
718
$381K ﹤0.01%
5,255
719
$381K ﹤0.01%
5,826
720
$380K ﹤0.01%
4,201
721
$380K ﹤0.01%
6,008
722
$377K ﹤0.01%
17,502
723
$377K ﹤0.01%
1,771
724
$377K ﹤0.01%
4,834
725
$376K ﹤0.01%
5,541
27 28
29
30 31