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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
776
$279K ﹤0.01%
42,862
777
$276K ﹤0.01%
6,266
778
$272K ﹤0.01%
6,602
779
$272K ﹤0.01%
7,483
780
$271K ﹤0.01%
2,907
781
$270K ﹤0.01%
1,550
782
$268K ﹤0.01%
3,822
783
$268K ﹤0.01%
10,204
784
$268K ﹤0.01%
5,030
785
$266K ﹤0.01%
4,395
786
$266K ﹤0.01%
5,499
787
$263K ﹤0.01%
4,043
788
$263K ﹤0.01%
1,626
789
$263K ﹤0.01%
4,800
790
$262K ﹤0.01%
2,976
791
$261K ﹤0.01%
12,328
792
$260K ﹤0.01%
3,072
793
$259K ﹤0.01%
2,486
794
$259K ﹤0.01%
2,458
795
$258K ﹤0.01%
1,905
796
$258K ﹤0.01%
1,042
797
$257K ﹤0.01%
6,000
798
$257K ﹤0.01%
9,268
799
$255K ﹤0.01%
16,550
800
$255K ﹤0.01%
5,953
30 31
32
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