We are live on ! Find out more
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
1426
$40K ﹤0.01%
1,464
1427
$40K ﹤0.01%
758
1428
$40K ﹤0.01%
834
1429
$40K ﹤0.01%
1,748
1430
$40K ﹤0.01%
199
1431
$40K ﹤0.01%
1,294
1432
$39K ﹤0.01%
2,098
1433
$39K ﹤0.01%
1,160
1434
$39K ﹤0.01%
197
1435
$39K ﹤0.01%
758
1436
$39K ﹤0.01%
1,037
1437
$39K ﹤0.01%
1,049
1438
$39K ﹤0.01%
189
1439
$39K ﹤0.01%
1,545
1440
$38K ﹤0.01%
325
1441
$38K ﹤0.01%
449
1442
$38K ﹤0.01%
633
1443
$38K ﹤0.01%
1,548
1444
$38K ﹤0.01%
4,408
1445
$38K ﹤0.01%
1,243
1446
$38K ﹤0.01%
360
1447
$38K ﹤0.01%
818
1448
$38K ﹤0.01%
1,493
1449
$38K ﹤0.01%
1,281
1450
$38K ﹤0.01%
284