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
+$9.8M
2
+$8.63M
3
+$3.95M
4
DNB
Dun & Bradstreet
DNB
+$3.13M
5
KLRS
Kalaris Therapeutics
KLRS
+$2.22M

Top Sells

1
+$269M
2
+$24.5M
3
+$484K
4
TREX icon
Trex
TREX
+$216K
5
IAC icon
IAC Inc
IAC
+$113K

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%
1,188
1427
$43K ﹤0.01%
575
1428
$43K ﹤0.01%
260
1429
$43K ﹤0.01%
2,511
1430
$43K ﹤0.01%
555
1431
$43K ﹤0.01%
249
1432
$43K ﹤0.01%
450
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%
1,155
1444
$41K ﹤0.01%
1,304
1445
$41K ﹤0.01%
812
1446
$41K ﹤0.01%
542
1447
$41K ﹤0.01%
640
1448
$41K ﹤0.01%
562
1449
$41K ﹤0.01%
1,598
1450
$41K ﹤0.01%
308
56 57
58
59 60