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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
951
$155K ﹤0.01%
685
952
$154K ﹤0.01%
5,838
953
$154K ﹤0.01%
1,616
954
$154K ﹤0.01%
711
955
$154K ﹤0.01%
3,000
956
$153K ﹤0.01%
7,213
957
$152K ﹤0.01%
5,191
958
$151K ﹤0.01%
929
959
$151K ﹤0.01%
1,103
960
$150K ﹤0.01%
1,080
961
$149K ﹤0.01%
1,848
962
$149K ﹤0.01%
6,584
963
$149K ﹤0.01%
15,003
964
$148K ﹤0.01%
9,352
965
$146K ﹤0.01%
610
966
$146K ﹤0.01%
2,297
967
$146K ﹤0.01%
3,630
968
$146K ﹤0.01%
33,550
969
$145K ﹤0.01%
954
970
$145K ﹤0.01%
996
971
$144K ﹤0.01%
577
972
$144K ﹤0.01%
326
973
$144K ﹤0.01%
17,000
974
$144K ﹤0.01%
762
975
$143K ﹤0.01%
1,723
37 38
39
40 41