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
1426
$40K ﹤0.01%
834
1427
$40K ﹤0.01%
660
1428
$40K ﹤0.01%
1,748
1429
$40K ﹤0.01%
199
1430
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1,294
1431
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817
1432
$39K ﹤0.01%
2,098
1433
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1,160
1434
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197
1435
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758
1436
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1,037
1437
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1,049
1438
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1439
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1,545
1440
$38K ﹤0.01%
325
1441
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1442
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633
1443
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1,548
1444
$38K ﹤0.01%
4,408
1445
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1,243
1446
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360
1447
$38K ﹤0.01%
818
1448
$38K ﹤0.01%
1,493
1449
$38K ﹤0.01%
1,281
1450
$38K ﹤0.01%
284