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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
1226
$67K ﹤0.01%
266
1227
$67K ﹤0.01%
326
1228
$67K ﹤0.01%
700
1229
$66K ﹤0.01%
486
1230
$66K ﹤0.01%
2,071
1231
$66K ﹤0.01%
1,114
1232
$66K ﹤0.01%
908
1233
$66K ﹤0.01%
2,316
1234
$66K ﹤0.01%
2,648
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%
1,210
1249
$63K ﹤0.01%
1,453
1250
$63K ﹤0.01%
1,456