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
1151
$83K ﹤0.01%
519
1152
$83K ﹤0.01%
1,368
1153
$82K ﹤0.01%
1,934
1154
$82K ﹤0.01%
2,487
1155
$81K ﹤0.01%
1,408
1156
$81K ﹤0.01%
9,230
1157
$80K ﹤0.01%
327
1158
$80K ﹤0.01%
780
1159
$80K ﹤0.01%
183
1160
$80K ﹤0.01%
1,192
1161
$80K ﹤0.01%
173
1162
$80K ﹤0.01%
883
1163
$79K ﹤0.01%
2,092
1164
$79K ﹤0.01%
4,616
1165
$79K ﹤0.01%
1,615
1166
$79K ﹤0.01%
931
1167
$79K ﹤0.01%
448
1168
$79K ﹤0.01%
694
1169
$79K ﹤0.01%
5,152
1170
$78K ﹤0.01%
1,371
1171
$78K ﹤0.01%
247
1172
$78K ﹤0.01%
5,525
1173
$78K ﹤0.01%
3,580
1174
$77K ﹤0.01%
908
1175
$77K ﹤0.01%
1,462