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
1301
$58K ﹤0.01%
5,489
1302
$58K ﹤0.01%
319
1303
$58K ﹤0.01%
602
1304
$58K ﹤0.01%
124
1305
$57K ﹤0.01%
5,635
1306
$57K ﹤0.01%
1,535
1307
$57K ﹤0.01%
1,251
1308
$57K ﹤0.01%
1,269
1309
$57K ﹤0.01%
3,881
1310
$57K ﹤0.01%
649
1311
$57K ﹤0.01%
341
1312
$57K ﹤0.01%
2,285
1313
$57K ﹤0.01%
3,724
1314
$57K ﹤0.01%
157
1315
$57K ﹤0.01%
126
1316
$57K ﹤0.01%
625
1317
$57K ﹤0.01%
752
1318
$56K ﹤0.01%
3,323
1319
$56K ﹤0.01%
614
1320
$56K ﹤0.01%
152
1321
$56K ﹤0.01%
934
1322
$56K ﹤0.01%
2,095
1323
$56K ﹤0.01%
1,306
1324
$56K ﹤0.01%
435
1325
$56K ﹤0.01%
791
51 52
53
54 55