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
851
$214K ﹤0.01%
9,644
852
$213K ﹤0.01%
2,566
853
$213K ﹤0.01%
1,217
854
$213K ﹤0.01%
1,779
855
$212K ﹤0.01%
11,963
856
$209K ﹤0.01%
2,550
857
$209K ﹤0.01%
4,476
858
$209K ﹤0.01%
1,294
859
$209K ﹤0.01%
6,120
860
$209K ﹤0.01%
10,371
861
$208K ﹤0.01%
1,263
862
$208K ﹤0.01%
1,039
863
$207K ﹤0.01%
13,533
864
$206K ﹤0.01%
851
865
$205K ﹤0.01%
284
866
$204K ﹤0.01%
2,720
867
$203K ﹤0.01%
3,520
868
$203K ﹤0.01%
4,609
869
$202K ﹤0.01%
7,694
870
$202K ﹤0.01%
6,255
871
$201K ﹤0.01%
1,327
872
$201K ﹤0.01%
6,298
873
$201K ﹤0.01%
3,038
874
$201K ﹤0.01%
1,640
875
$200K ﹤0.01%
2,576
33 34
35
36 37