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
901
$197K ﹤0.01%
2,367
902
$195K ﹤0.01%
2,232
903
$194K ﹤0.01%
1,568
904
$192K ﹤0.01%
668
905
$192K ﹤0.01%
4,034
906
$192K ﹤0.01%
2,668
907
$191K ﹤0.01%
6,850
908
$190K ﹤0.01%
87
909
$189K ﹤0.01%
866
910
$188K ﹤0.01%
1,672
911
$187K ﹤0.01%
4,589
912
$186K ﹤0.01%
20,926
913
$186K ﹤0.01%
26,811
914
$186K ﹤0.01%
3,608
915
$186K ﹤0.01%
1,547
916
$185K ﹤0.01%
3,631
917
$184K ﹤0.01%
1,256
918
$183K ﹤0.01%
3,019
919
$183K ﹤0.01%
4,324
920
$182K ﹤0.01%
9,790
921
$180K ﹤0.01%
13,204
922
$179K ﹤0.01%
2,104
923
$179K ﹤0.01%
737
924
$179K ﹤0.01%
6,398
925
$179K ﹤0.01%
4,602
35 36
37
38 39