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
1251
$67K ﹤0.01%
266
1252
$67K ﹤0.01%
326
1253
$67K ﹤0.01%
700
1254
$66K ﹤0.01%
2,071
1255
$66K ﹤0.01%
1,114
1256
$66K ﹤0.01%
908
1257
$66K ﹤0.01%
2,316
1258
$66K ﹤0.01%
2,648
1259
$66K ﹤0.01%
486
1260
$66K ﹤0.01%
4,169
1261
$66K ﹤0.01%
11,949
1262
$66K ﹤0.01%
+862
1263
$65K ﹤0.01%
1,778
1264
$65K ﹤0.01%
1,734
1265
$65K ﹤0.01%
484
1266
$64K ﹤0.01%
+585
1267
$64K ﹤0.01%
5,660
1268
$64K ﹤0.01%
562
1269
$64K ﹤0.01%
633
1270
$64K ﹤0.01%
1,448
1271
$63K ﹤0.01%
1,453
1272
$63K ﹤0.01%
1,456
1273
$63K ﹤0.01%
242
1274
$63K ﹤0.01%
1,333
1275
$63K ﹤0.01%
547
49 50
51
52 53