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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
751
$310K ﹤0.01%
2,935
752
$308K ﹤0.01%
966
753
$306K ﹤0.01%
1,381
754
$304K ﹤0.01%
838
755
$302K ﹤0.01%
8,765
756
$301K ﹤0.01%
2,307
757
$300K ﹤0.01%
1,564
758
$297K ﹤0.01%
6,806
759
$296K ﹤0.01%
6,939
760
$296K ﹤0.01%
3,548
761
$296K ﹤0.01%
2,531
762
$293K ﹤0.01%
12,371
763
$293K ﹤0.01%
4,906
764
$291K ﹤0.01%
12,737
765
$290K ﹤0.01%
5,567
766
$288K ﹤0.01%
1,712
767
$287K ﹤0.01%
6,708
768
$286K ﹤0.01%
6,306
769
$285K ﹤0.01%
2,755
770
$284K ﹤0.01%
820
771
$284K ﹤0.01%
3,679
772
$283K ﹤0.01%
4,682
773
$282K ﹤0.01%
4,910
774
$280K ﹤0.01%
1,366
775
$279K ﹤0.01%
2,903
29 30
31
32 33