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
1226
$67K ﹤0.01%
266
1227
$67K ﹤0.01%
326
1228
$67K ﹤0.01%
700
1229
$66K ﹤0.01%
2,071
1230
$66K ﹤0.01%
1,114
1231
$66K ﹤0.01%
908
1232
$66K ﹤0.01%
2,316
1233
$66K ﹤0.01%
2,648
1234
$66K ﹤0.01%
486
1235
$66K ﹤0.01%
4,169
1236
$66K ﹤0.01%
11,949
1237
$65K ﹤0.01%
1,778
1238
$65K ﹤0.01%
1,734
1239
$65K ﹤0.01%
484
1240
$64K ﹤0.01%
5,660
1241
$64K ﹤0.01%
562
1242
$64K ﹤0.01%
633
1243
$64K ﹤0.01%
1,448
1244
$63K ﹤0.01%
1,333
1245
$63K ﹤0.01%
547
1246
$63K ﹤0.01%
1,109
1247
$63K ﹤0.01%
931
1248
$63K ﹤0.01%
242
1249
$63K ﹤0.01%
1,453
1250
$63K ﹤0.01%
1,456
48 49
50
51 52