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
726
$347K ﹤0.01%
2,719
727
$347K ﹤0.01%
4,570
728
$345K ﹤0.01%
6,554
729
$344K ﹤0.01%
4,803
730
$344K ﹤0.01%
1,713
731
$343K ﹤0.01%
3,350
732
$342K ﹤0.01%
3,643
733
$341K ﹤0.01%
1,783
734
$340K ﹤0.01%
10,519
735
$340K ﹤0.01%
6,384
736
$337K ﹤0.01%
1,761
737
$336K ﹤0.01%
2,438
738
$335K ﹤0.01%
5,460
739
$334K ﹤0.01%
2,162
740
$334K ﹤0.01%
1,156
741
$333K ﹤0.01%
13,815
742
$333K ﹤0.01%
2,443
743
$330K ﹤0.01%
7,446
744
$330K ﹤0.01%
1,722
745
$325K ﹤0.01%
613
746
$324K ﹤0.01%
16,530
747
$319K ﹤0.01%
1,141
748
$319K ﹤0.01%
8,080
749
$319K ﹤0.01%
8,267
750
$315K ﹤0.01%
6,584
28 29
30
31 32