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
1201
$72K ﹤0.01%
1,554
1202
$72K ﹤0.01%
700
1203
$72K ﹤0.01%
1,773
1204
$71K ﹤0.01%
2,098
1205
$71K ﹤0.01%
293
1206
$71K ﹤0.01%
3,392
1207
$71K ﹤0.01%
1,948
1208
$71K ﹤0.01%
815
1209
$70K ﹤0.01%
745
1210
$70K ﹤0.01%
100
1211
$70K ﹤0.01%
1,816
1212
$70K ﹤0.01%
2,626
1213
$70K ﹤0.01%
539
1214
$70K ﹤0.01%
153
1215
$70K ﹤0.01%
1,443
1216
$69K ﹤0.01%
2,228
1217
$69K ﹤0.01%
3,364
1218
$68K ﹤0.01%
3,649
1219
$68K ﹤0.01%
789
1220
$68K ﹤0.01%
5,916
1221
$68K ﹤0.01%
1,147
1222
$67K ﹤0.01%
840
1223
$67K ﹤0.01%
1,205
1224
$67K ﹤0.01%
521
1225
$67K ﹤0.01%
1,117
47 48
49
50 51