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
3,053
New
Increased
Reduced
Closed

Top Buys

1
+$16M
2
+$12.4M
3
+$3.72M
4
NKTX icon
Nkarta
NKTX
+$3.67M
5
KLRS
Kalaris Therapeutics
KLRS
+$3.34M

Top Sells

1
+$215M
2
+$12.8M
3
+$464K
4
TREX icon
Trex
TREX
+$146K
5
IAC icon
IAC Inc
IAC
+$91.9K

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%
758
1352
$52K ﹤0.01%
6,300
1353
$52K ﹤0.01%
1,991
1354
$52K ﹤0.01%
1,166
1355
$52K ﹤0.01%
298
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%
805
1363
$50K ﹤0.01%
3,983
1364
$50K ﹤0.01%
580
1365
$50K ﹤0.01%
4,742
1366
$50K ﹤0.01%
2,791
1367
$50K ﹤0.01%
1,039
1368
$50K ﹤0.01%
527
1369
$50K ﹤0.01%
+1,900
1370
$50K ﹤0.01%
2,962
1371
$50K ﹤0.01%
5,350
1372
$50K ﹤0.01%
1,530
1373
$50K ﹤0.01%
1,009
1374
$49K ﹤0.01%
1,474
1375
$49K ﹤0.01%
337
53 54
55
56 57