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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
901
$180K ﹤0.01%
13,204
902
$179K ﹤0.01%
2,104
903
$179K ﹤0.01%
737
904
$179K ﹤0.01%
6,398
905
$179K ﹤0.01%
4,602
906
$177K ﹤0.01%
3,032
907
$177K ﹤0.01%
1,781
908
$176K ﹤0.01%
7,347
909
$175K ﹤0.01%
1,238
910
$175K ﹤0.01%
4,143
911
$175K ﹤0.01%
10,786
912
$175K ﹤0.01%
562
913
$174K ﹤0.01%
8,890
914
$174K ﹤0.01%
2,887
915
$173K ﹤0.01%
1,728
916
$173K ﹤0.01%
4,450
917
$172K ﹤0.01%
11,352
918
$172K ﹤0.01%
2,286
919
$172K ﹤0.01%
4,320
920
$171K ﹤0.01%
5,192
921
$171K ﹤0.01%
4,530
922
$171K ﹤0.01%
1,322
923
$170K ﹤0.01%
1,038
924
$169K ﹤0.01%
3,321
925
$169K ﹤0.01%
6,475
35 36
37
38 39