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
876
$209K ﹤0.01%
+6,108
877
$209K ﹤0.01%
4,476
878
$209K ﹤0.01%
1,294
879
$208K ﹤0.01%
1,263
880
$208K ﹤0.01%
1,039
881
$207K ﹤0.01%
13,533
882
$206K ﹤0.01%
851
883
$205K ﹤0.01%
284
884
$204K ﹤0.01%
2,720
885
$204K ﹤0.01%
+842
886
$203K ﹤0.01%
3,520
887
$203K ﹤0.01%
4,609
888
$202K ﹤0.01%
7,694
889
$202K ﹤0.01%
6,255
890
$201K ﹤0.01%
1,327
891
$201K ﹤0.01%
6,298
892
$201K ﹤0.01%
3,038
893
$201K ﹤0.01%
1,640
894
$200K ﹤0.01%
2,576
895
$199K ﹤0.01%
3,376
896
$199K ﹤0.01%
3,235
897
$198K ﹤0.01%
2,802
898
$198K ﹤0.01%
1,799
899
$197K ﹤0.01%
13,465
900
$197K ﹤0.01%
6,699
34 35
36
37 38