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
801
$254K ﹤0.01%
7,529
802
$253K ﹤0.01%
7,891
803
$251K ﹤0.01%
1,417
804
$250K ﹤0.01%
4,479
805
$250K ﹤0.01%
2,757
806
$249K ﹤0.01%
4,638
807
$247K ﹤0.01%
6,084
808
$246K ﹤0.01%
1,661
809
$245K ﹤0.01%
2,046
810
$244K ﹤0.01%
984
811
$244K ﹤0.01%
1,614
812
$244K ﹤0.01%
3,552
813
$243K ﹤0.01%
3,910
814
$243K ﹤0.01%
1,368
815
$241K ﹤0.01%
7,260
816
$240K ﹤0.01%
261
817
$239K ﹤0.01%
11,679
818
$238K ﹤0.01%
5,401
819
$234K ﹤0.01%
1,201
820
$234K ﹤0.01%
4,640
821
$233K ﹤0.01%
2,201
822
$232K ﹤0.01%
3,751
823
$231K ﹤0.01%
7,450
824
$230K ﹤0.01%
1,848
825
$229K ﹤0.01%
1,333
31 32
33
34 35