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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
1101
$99K ﹤0.01%
1,128
1102
$99K ﹤0.01%
436
1103
$98K ﹤0.01%
2,993
1104
$98K ﹤0.01%
1,387
1105
$98K ﹤0.01%
2,855
1106
$98K ﹤0.01%
1,596
1107
$97K ﹤0.01%
1,000
1108
$97K ﹤0.01%
150
1109
$97K ﹤0.01%
3,201
1110
$97K ﹤0.01%
1,082
1111
$97K ﹤0.01%
290
1112
$97K ﹤0.01%
2,359
1113
$97K ﹤0.01%
550
1114
$96K ﹤0.01%
2,446
1115
$96K ﹤0.01%
4,778
1116
$95K ﹤0.01%
4,827
1117
$95K ﹤0.01%
1,650
1118
$94K ﹤0.01%
1,092
1119
$92K ﹤0.01%
831
1120
$92K ﹤0.01%
2,494
1121
$91K ﹤0.01%
2,273
1122
$91K ﹤0.01%
1,317
1123
$91K ﹤0.01%
560
1124
$91K ﹤0.01%
2,786
1125
$91K ﹤0.01%
10,685
43 44
45
46 47