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Carson Wealth (CWM LLC)

Carson Wealth (CWM LLC) Portfolio holdings

AUM $38B
1-Year Est. Return 19.67%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.67%
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
3,026
New
Increased
Reduced
Closed

Top Buys

1 +$38.4M
2 +$562K
3 +$555K
4
CURI icon
CuriosityStream
CURI
+$74.9K
5
ONEM
1Life Healthcare
ONEM
+$20.6K

Top Sells

1 +$7.11M
2 +$5.71K
3 +$5.38K
4
BBBY
Bed Bath & Beyond
BBBY
+$163

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
1326
$52K ﹤0.01%
298
1327
$52K ﹤0.01%
1,250
1328
$52K ﹤0.01%
390
1329
$51K ﹤0.01%
908
1330
$51K ﹤0.01%
790
1331
$51K ﹤0.01%
2,741
1332
$51K ﹤0.01%
711
1333
$50K ﹤0.01%
3,983
1334
$50K ﹤0.01%
580
1335
$50K ﹤0.01%
4,742
1336
$50K ﹤0.01%
2,791
1337
$50K ﹤0.01%
805
1338
$50K ﹤0.01%
527
1339
$50K ﹤0.01%
2,962
1340
$50K ﹤0.01%
5,350
1341
$50K ﹤0.01%
1,039
1342
$50K ﹤0.01%
1,530
1343
$50K ﹤0.01%
1,009
1344
$49K ﹤0.01%
707
1345
$49K ﹤0.01%
1,474
1346
$49K ﹤0.01%
999
1347
$49K ﹤0.01%
337
1348
$49K ﹤0.01%
464
1349
$49K ﹤0.01%
732
1350
$49K ﹤0.01%
1,901