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
1401
$43K ﹤0.01%
1,188
1402
$43K ﹤0.01%
575
1403
$42K ﹤0.01%
883
1404
$42K ﹤0.01%
764
1405
$42K ﹤0.01%
498
1406
$42K ﹤0.01%
929
1407
$42K ﹤0.01%
636
1408
$42K ﹤0.01%
1,050
1409
$42K ﹤0.01%
1,031
1410
$42K ﹤0.01%
1,756
1411
$42K ﹤0.01%
1,175
1412
$42K ﹤0.01%
1,500
1413
$41K ﹤0.01%
1,155
1414
$41K ﹤0.01%
1,304
1415
$41K ﹤0.01%
812
1416
$41K ﹤0.01%
542
1417
$41K ﹤0.01%
640
1418
$41K ﹤0.01%
562
1419
$41K ﹤0.01%
1,598
1420
$41K ﹤0.01%
308
1421
$41K ﹤0.01%
454
1422
$40K ﹤0.01%
865
1423
$40K ﹤0.01%
669
1424
$40K ﹤0.01%
1,464
1425
$40K ﹤0.01%
758
55 56
57
58 59