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
1176
$77K ﹤0.01%
4,203
1177
$77K ﹤0.01%
4,182
1178
$77K ﹤0.01%
6,713
1179
$76K ﹤0.01%
2,914
1180
$76K ﹤0.01%
2,298
1181
$76K ﹤0.01%
1,676
1182
$76K ﹤0.01%
3,094
1183
$76K ﹤0.01%
3,038
1184
$76K ﹤0.01%
6,173
1185
$76K ﹤0.01%
1,140
1186
$76K ﹤0.01%
4,041
1187
$76K ﹤0.01%
1,218
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
46 47
48
49 50