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 +$9.8M
2 +$8.63M
3 +$3.95M
4
DNB
Dun & Bradstreet
DNB
+$3.13M
5
KLRS
Kalaris Therapeutics
KLRS
+$2.22M

Top Sells

1 +$269M
2 +$24.5M
3 +$484K
4
TREX icon
Trex
TREX
+$216K
5
IAC icon
IAC Inc
IAC
+$113K

Sector Composition

1 Technology 6.48%
2 Healthcare 5.1%
3 Financials 3.68%
4 Industrials 2.74%
5 Consumer Discretionary 2.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1176
$83K ﹤0.01%
5,184
1177
$83K ﹤0.01%
519
1178
$82K ﹤0.01%
1,934
1179
$82K ﹤0.01%
2,487
1180
$81K ﹤0.01%
1,408
1181
$81K ﹤0.01%
9,230
1182
$80K ﹤0.01%
183
1183
$80K ﹤0.01%
1,192
1184
$80K ﹤0.01%
173
1185
$80K ﹤0.01%
883
1186
$80K ﹤0.01%
327
1187
$80K ﹤0.01%
780
1188
$79K ﹤0.01%
2,092
1189
$79K ﹤0.01%
4,616
1190
$79K ﹤0.01%
1,615
1191
$79K ﹤0.01%
931
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$79K ﹤0.01%
448
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$79K ﹤0.01%
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$79K ﹤0.01%
5,152
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$78K ﹤0.01%
1,371
1196
$78K ﹤0.01%
247
1197
$78K ﹤0.01%
5,525
1198
$78K ﹤0.01%
3,580
1199
$77K ﹤0.01%
908
1200
$77K ﹤0.01%
1,462