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
1426
$43K ﹤0.01%
123
1427
$43K ﹤0.01%
450
1428
$43K ﹤0.01%
989
1429
$43K ﹤0.01%
2,548
1430
$43K ﹤0.01%
20,400
1431
$43K ﹤0.01%
1,188
1432
$43K ﹤0.01%
575
1433
$42K ﹤0.01%
883
1434
$42K ﹤0.01%
764
1435
$42K ﹤0.01%
498
1436
$42K ﹤0.01%
1,500
1437
$42K ﹤0.01%
929
1438
$42K ﹤0.01%
636
1439
$42K ﹤0.01%
1,050
1440
$42K ﹤0.01%
1,031
1441
$42K ﹤0.01%
1,756
1442
$42K ﹤0.01%
1,155
1443
$41K ﹤0.01%
1,598
1444
$41K ﹤0.01%
1,155
1445
$41K ﹤0.01%
1,304
1446
$41K ﹤0.01%
812
1447
$41K ﹤0.01%
542
1448
$41K ﹤0.01%
640
1449
$41K ﹤0.01%
562
1450
$41K ﹤0.01%
308
56 57
58
59 60