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
+$55.7M
2
+$765K
3
+$675K
4
CURI icon
CuriosityStream
CURI
+$104K
5
ONEM
1Life Healthcare
ONEM
+$31K

Top Sells

1
+$8.61M
2
+$18K
3
+$11K
4
BIP icon
Brookfield Infrastructure Partners
BIP
+$6.83K
5
BBBY
Bed Bath & Beyond
BBBY
+$2.28K

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
976
$142K ﹤0.01%
7,812
977
$142K ﹤0.01%
5,446
978
$141K ﹤0.01%
2,650
979
$140K ﹤0.01%
915
980
$140K ﹤0.01%
7,000
981
$139K ﹤0.01%
6,757
982
$139K ﹤0.01%
3,723
983
$139K ﹤0.01%
4,199
984
$139K ﹤0.01%
1,166
985
$138K ﹤0.01%
880
986
$137K ﹤0.01%
3,537
987
$137K ﹤0.01%
5,584
988
$137K ﹤0.01%
678
989
$136K ﹤0.01%
290
990
$136K ﹤0.01%
9,608
991
$136K ﹤0.01%
1,392
992
$135K ﹤0.01%
8,996
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$134K ﹤0.01%
1,590
994
$134K ﹤0.01%
7,871
995
$134K ﹤0.01%
9,500
996
$134K ﹤0.01%
633
997
$134K ﹤0.01%
4,351
998
$133K ﹤0.01%
2,676
999
$132K ﹤0.01%
3,864
1000
$131K ﹤0.01%
1,034
38 39
40
41 42