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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
926
$167K ﹤0.01%
9,588
927
$167K ﹤0.01%
1,428
928
$167K ﹤0.01%
1,272
929
$166K ﹤0.01%
6,205
930
$166K ﹤0.01%
849
931
$166K ﹤0.01%
1,543
932
$164K ﹤0.01%
2,828
933
$164K ﹤0.01%
1,456
934
$162K ﹤0.01%
3,500
935
$162K ﹤0.01%
866
936
$161K ﹤0.01%
664
937
$161K ﹤0.01%
5,327
938
$161K ﹤0.01%
5,726
939
$160K ﹤0.01%
1,018
940
$160K ﹤0.01%
3,679
941
$160K ﹤0.01%
11,181
942
$159K ﹤0.01%
10,053
943
$159K ﹤0.01%
2,742
944
$158K ﹤0.01%
542
945
$157K ﹤0.01%
4,708
946
$157K ﹤0.01%
2,652
947
$156K ﹤0.01%
1,690
948
$156K ﹤0.01%
8,441
949
$155K ﹤0.01%
6,953
950
$155K ﹤0.01%
5,206
36 37
38
39 40