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
1351
$49K ﹤0.01%
75
1352
$49K ﹤0.01%
1,008
1353
$49K ﹤0.01%
247
1354
$49K ﹤0.01%
2,677
1355
$48K ﹤0.01%
1,074
1356
$48K ﹤0.01%
469
1357
$48K ﹤0.01%
502
1358
$47K ﹤0.01%
145
1359
$47K ﹤0.01%
820
1360
$47K ﹤0.01%
424
1361
$47K ﹤0.01%
10,100
1362
$47K ﹤0.01%
184
1363
$47K ﹤0.01%
965
1364
$47K ﹤0.01%
892
1365
$47K ﹤0.01%
956
1366
$47K ﹤0.01%
813
1367
$46K ﹤0.01%
1,074
1368
$46K ﹤0.01%
1,000
1369
$46K ﹤0.01%
727
1370
$46K ﹤0.01%
553
1371
$46K ﹤0.01%
8,563
1372
$46K ﹤0.01%
2,924
1373
$46K ﹤0.01%
109
1374
$45K ﹤0.01%
670
1375
$45K ﹤0.01%
1,545
53 54
55
56 57