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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
1051
$113K ﹤0.01%
141
1052
$113K ﹤0.01%
730
1053
$113K ﹤0.01%
2,246
1054
$112K ﹤0.01%
407
1055
$112K ﹤0.01%
8,079
1056
$112K ﹤0.01%
4,031
1057
$110K ﹤0.01%
4,302
1058
$110K ﹤0.01%
2,642
1059
$109K ﹤0.01%
73
1060
$109K ﹤0.01%
229
1061
$109K ﹤0.01%
561
1062
$109K ﹤0.01%
2,149
1063
$109K ﹤0.01%
531
1064
$109K ﹤0.01%
3,011
1065
$108K ﹤0.01%
5,160
1066
$108K ﹤0.01%
2,356
1067
$108K ﹤0.01%
768
1068
$108K ﹤0.01%
4,152
1069
$107K ﹤0.01%
1,207
1070
$107K ﹤0.01%
3,902
1071
$107K ﹤0.01%
1,743
1072
$106K ﹤0.01%
5,225
1073
$106K ﹤0.01%
3,852
1074
$106K ﹤0.01%
344
1075
$106K ﹤0.01%
1,286