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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
876
$199K ﹤0.01%
3,376
877
$199K ﹤0.01%
3,235
878
$198K ﹤0.01%
2,802
879
$198K ﹤0.01%
1,799
880
$197K ﹤0.01%
6,699
881
$197K ﹤0.01%
2,367
882
$197K ﹤0.01%
13,465
883
$195K ﹤0.01%
2,232
884
$194K ﹤0.01%
1,568
885
$192K ﹤0.01%
668
886
$192K ﹤0.01%
4,034
887
$192K ﹤0.01%
2,668
888
$190K ﹤0.01%
2,175
889
$189K ﹤0.01%
866
890
$188K ﹤0.01%
1,672
891
$187K ﹤0.01%
4,589
892
$186K ﹤0.01%
20,926
893
$186K ﹤0.01%
26,811
894
$186K ﹤0.01%
3,608
895
$186K ﹤0.01%
1,547
896
$185K ﹤0.01%
3,631
897
$184K ﹤0.01%
1,256
898
$183K ﹤0.01%
3,019
899
$183K ﹤0.01%
4,324
900
$182K ﹤0.01%
9,790
34 35
36
37 38