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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
1176
$77K ﹤0.01%
4,203
1177
$77K ﹤0.01%
4,182
1178
$77K ﹤0.01%
6,713
1179
$76K ﹤0.01%
2,298
1180
$76K ﹤0.01%
2,914
1181
$76K ﹤0.01%
1,676
1182
$76K ﹤0.01%
3,094
1183
$76K ﹤0.01%
1,140
1184
$76K ﹤0.01%
4,041
1185
$76K ﹤0.01%
1,218
1186
$76K ﹤0.01%
3,038
1187
$76K ﹤0.01%
6,173
1188
$75K ﹤0.01%
3,713
1189
$75K ﹤0.01%
10,543
1190
$75K ﹤0.01%
2,448
1191
$75K ﹤0.01%
665
1192
$74K ﹤0.01%
560
1193
$74K ﹤0.01%
1,768
1194
$74K ﹤0.01%
4,437
1195
$74K ﹤0.01%
1,352
1196
$74K ﹤0.01%
255
1197
$73K ﹤0.01%
4,105
1198
$73K ﹤0.01%
6,088
1199
$73K ﹤0.01%
702
1200
$73K ﹤0.01%
4,271