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
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
54 55
56
57 58