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
1376
$49K ﹤0.01%
464
1377
$49K ﹤0.01%
1,901
1378
$49K ﹤0.01%
75
1379
$49K ﹤0.01%
1,008
1380
$49K ﹤0.01%
707
1381
$49K ﹤0.01%
999
1382
$49K ﹤0.01%
732
1383
$49K ﹤0.01%
247
1384
$49K ﹤0.01%
2,677
1385
$48K ﹤0.01%
1,074
1386
$48K ﹤0.01%
469
1387
$48K ﹤0.01%
502
1388
$47K ﹤0.01%
965
1389
$47K ﹤0.01%
892
1390
$47K ﹤0.01%
956
1391
$47K ﹤0.01%
813
1392
$47K ﹤0.01%
145
1393
$47K ﹤0.01%
820
1394
$47K ﹤0.01%
424
1395
$47K ﹤0.01%
10,100
1396
$47K ﹤0.01%
552
1397
$46K ﹤0.01%
1,074
1398
$46K ﹤0.01%
109
1399
$46K ﹤0.01%
1,000
1400
$46K ﹤0.01%
727
54 55
56
57 58