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
1351
$53K ﹤0.01%
+1,804
1352
$52K ﹤0.01%
1,991
1353
$52K ﹤0.01%
1,166
1354
$52K ﹤0.01%
298
1355
$52K ﹤0.01%
6,300
1356
$52K ﹤0.01%
1,250
1357
$52K ﹤0.01%
390
1358
$51K ﹤0.01%
908
1359
$51K ﹤0.01%
790
1360
$51K ﹤0.01%
2,741
1361
$51K ﹤0.01%
711
1362
$50K ﹤0.01%
3,983
1363
$50K ﹤0.01%
580
1364
$50K ﹤0.01%
4,742
1365
$50K ﹤0.01%
2,791
1366
$50K ﹤0.01%
805
1367
$50K ﹤0.01%
1,039
1368
$50K ﹤0.01%
1,530
1369
$50K ﹤0.01%
1,009
1370
$50K ﹤0.01%
527
1371
$50K ﹤0.01%
+1,900
1372
$50K ﹤0.01%
2,962
1373
$50K ﹤0.01%
5,350
1374
$49K ﹤0.01%
707
1375
$49K ﹤0.01%
1,474
53 54
55
56 57