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
1276
$58K ﹤0.01%
5,489
1277
$58K ﹤0.01%
319
1278
$57K ﹤0.01%
5,635
1279
$57K ﹤0.01%
1,535
-184
1280
$57K ﹤0.01%
1,251
1281
$57K ﹤0.01%
1,269
1282
$57K ﹤0.01%
3,881
1283
$57K ﹤0.01%
649
1284
$57K ﹤0.01%
341
1285
$57K ﹤0.01%
2,285
1286
$57K ﹤0.01%
157
1287
$57K ﹤0.01%
126
1288
$57K ﹤0.01%
625
1289
$57K ﹤0.01%
3,724
1290
$56K ﹤0.01%
3,323
1291
$56K ﹤0.01%
614
1292
$56K ﹤0.01%
152
1293
$56K ﹤0.01%
934
1294
$56K ﹤0.01%
2,095
1295
$56K ﹤0.01%
1,306
1296
$56K ﹤0.01%
435
1297
$56K ﹤0.01%
791
1298
$56K ﹤0.01%
328
1299
$56K ﹤0.01%
320
1300
$55K ﹤0.01%
249
50 51
52
53 54