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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
1376
$45K ﹤0.01%
130
1377
$45K ﹤0.01%
287
1378
$45K ﹤0.01%
550
1379
$45K ﹤0.01%
1,696
1380
$45K ﹤0.01%
405
1381
$45K ﹤0.01%
845
1382
$45K ﹤0.01%
1,335
1383
$44K ﹤0.01%
310
1384
$44K ﹤0.01%
900
1385
$44K ﹤0.01%
464
1386
$44K ﹤0.01%
476
1387
$44K ﹤0.01%
1,614
1388
$44K ﹤0.01%
1,451
1389
$43K ﹤0.01%
1,001
1390
$43K ﹤0.01%
400
1391
$43K ﹤0.01%
260
1392
$43K ﹤0.01%
2,511
1393
$43K ﹤0.01%
555
1394
$43K ﹤0.01%
249
1395
$43K ﹤0.01%
319
1396
$43K ﹤0.01%
123
1397
$43K ﹤0.01%
450
1398
$43K ﹤0.01%
989
1399
$43K ﹤0.01%
2,548
1400
$43K ﹤0.01%
20,400