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
1126
$90K ﹤0.01%
3,125
1127
$90K ﹤0.01%
1,264
1128
$90K ﹤0.01%
1,924
1129
$90K ﹤0.01%
13,424
1130
$89K ﹤0.01%
1,661
1131
$89K ﹤0.01%
512
1132
$89K ﹤0.01%
5,328
1133
$89K ﹤0.01%
829
1134
$89K ﹤0.01%
2,091
1135
$88K ﹤0.01%
1,450
1136
$88K ﹤0.01%
1,263
1137
$87K ﹤0.01%
15,691
1138
$87K ﹤0.01%
12,841
1139
$87K ﹤0.01%
4,208
1140
$87K ﹤0.01%
1,182
1141
$86K ﹤0.01%
148
1142
$86K ﹤0.01%
1,942
1143
$85K ﹤0.01%
2,270
1144
$85K ﹤0.01%
4,677
1145
$85K ﹤0.01%
9,725
1146
$84K ﹤0.01%
492
1147
$84K ﹤0.01%
686
1148
$84K ﹤0.01%
211
1149
$83K ﹤0.01%
1,134
1150
$83K ﹤0.01%
5,184
44 45
46
47 48