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
776
$296K ﹤0.01%
3,548
777
$296K ﹤0.01%
2,531
778
$293K ﹤0.01%
12,371
779
$293K ﹤0.01%
4,906
780
$291K ﹤0.01%
12,737
781
$290K ﹤0.01%
5,567
782
$288K ﹤0.01%
1,712
783
$287K ﹤0.01%
6,708
784
$286K ﹤0.01%
3,153
785
$285K ﹤0.01%
2,755
786
$284K ﹤0.01%
820
787
$284K ﹤0.01%
3,679
788
$283K ﹤0.01%
4,682
789
$282K ﹤0.01%
4,910
790
$280K ﹤0.01%
1,366
791
$279K ﹤0.01%
2,903
792
$279K ﹤0.01%
42,862
793
$276K ﹤0.01%
6,266
794
$272K ﹤0.01%
6,602
795
$272K ﹤0.01%
7,483
796
$271K ﹤0.01%
2,907
797
$270K ﹤0.01%
1,550
798
$268K ﹤0.01%
3,822
799
$268K ﹤0.01%
10,204
800
$268K ﹤0.01%
5,030
30 31
32
33 34