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
+$9.8M
2
+$8.63M
3
+$3.95M
4
DNB
Dun & Bradstreet
DNB
+$3.13M
5
KLRS
Kalaris Therapeutics
KLRS
+$2.22M

Top Sells

1
+$269M
2
+$24.5M
3
+$484K
4
TREX icon
Trex
TREX
+$216K
5
IAC icon
IAC Inc
IAC
+$113K

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
1276
$63K ﹤0.01%
547
1277
$63K ﹤0.01%
1,109
1278
$62K ﹤0.01%
894
1279
$62K ﹤0.01%
1,140
1280
$62K ﹤0.01%
1,199
1281
$62K ﹤0.01%
2,147
1282
$62K ﹤0.01%
7,320
1283
$62K ﹤0.01%
6,546
1284
$62K ﹤0.01%
867
1285
$61K ﹤0.01%
2,688
1286
$61K ﹤0.01%
1,536
1287
$61K ﹤0.01%
238
1288
$61K ﹤0.01%
341
1289
$61K ﹤0.01%
251
1290
$60K ﹤0.01%
928
1291
$60K ﹤0.01%
1,147
1292
$60K ﹤0.01%
1,218
1293
$59K ﹤0.01%
286
1294
$59K ﹤0.01%
706
1295
$59K ﹤0.01%
2,975
1296
$59K ﹤0.01%
2,092
1297
$59K ﹤0.01%
555
1298
$59K ﹤0.01%
541
1299
$59K ﹤0.01%
2,389
1300
$58K ﹤0.01%
904
50 51
52
53 54