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
3,053
New
Increased
Reduced
Closed

Top Buys

1
+$16M
2
+$12.4M
3
+$3.72M
4
NKTX icon
Nkarta
NKTX
+$3.67M
5
KLRS
Kalaris Therapeutics
KLRS
+$3.34M

Top Sells

1
+$215M
2
+$12.8M
3
+$464K
4
TREX icon
Trex
TREX
+$146K
5
IAC icon
IAC Inc
IAC
+$91.9K

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
1226
$72K ﹤0.01%
1,554
1227
$72K ﹤0.01%
700
1228
$72K ﹤0.01%
1,773
1229
$71K ﹤0.01%
1,948
1230
$71K ﹤0.01%
2,098
1231
$71K ﹤0.01%
293
1232
$71K ﹤0.01%
3,392
1233
$71K ﹤0.01%
815
1234
$70K ﹤0.01%
2,626
1235
$70K ﹤0.01%
745
1236
$70K ﹤0.01%
100
1237
$70K ﹤0.01%
1,816
1238
$70K ﹤0.01%
539
1239
$70K ﹤0.01%
153
1240
$70K ﹤0.01%
1,443
1241
$69K ﹤0.01%
2,228
1242
$69K ﹤0.01%
3,364
1243
$68K ﹤0.01%
3,649
1244
$68K ﹤0.01%
789
1245
$68K ﹤0.01%
5,916
1246
$68K ﹤0.01%
1,147
1247
$67K ﹤0.01%
840
1248
$67K ﹤0.01%
1,205
1249
$67K ﹤0.01%
521
1250
$67K ﹤0.01%
1,117
48 49
50
51 52