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
1251
$62K ﹤0.01%
894
1252
$62K ﹤0.01%
1,140
1253
$62K ﹤0.01%
1,199
1254
$62K ﹤0.01%
2,147
1255
$62K ﹤0.01%
7,320
1256
$62K ﹤0.01%
6,546
1257
$62K ﹤0.01%
867
1258
$61K ﹤0.01%
2,688
1259
$61K ﹤0.01%
1,536
1260
$61K ﹤0.01%
238
1261
$61K ﹤0.01%
341
1262
$61K ﹤0.01%
251
1263
$60K ﹤0.01%
928
1264
$60K ﹤0.01%
1,147
1265
$60K ﹤0.01%
1,218
1266
$59K ﹤0.01%
286
1267
$59K ﹤0.01%
706
1268
$59K ﹤0.01%
2,975
1269
$59K ﹤0.01%
2,092
1270
$59K ﹤0.01%
555
1271
$59K ﹤0.01%
541
1272
$59K ﹤0.01%
2,389
1273
$58K ﹤0.01%
602
1274
$58K ﹤0.01%
124
1275
$58K ﹤0.01%
904
49 50
51
52 53