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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
1451
$38K ﹤0.01%
903
1452
$38K ﹤0.01%
2,000
1453
$38K ﹤0.01%
385
1454
$38K ﹤0.01%
986
1455
$38K ﹤0.01%
917
1456
$38K ﹤0.01%
1,857
1457
$38K ﹤0.01%
67
1458
$38K ﹤0.01%
979
1459
$37K ﹤0.01%
989
1460
$37K ﹤0.01%
3,620
1461
$37K ﹤0.01%
169
1462
$37K ﹤0.01%
2,934
1463
$37K ﹤0.01%
957
1464
$37K ﹤0.01%
177
1465
$37K ﹤0.01%
788
1466
$36K ﹤0.01%
1,027
1467
$36K ﹤0.01%
362
1468
$36K ﹤0.01%
477
1469
$36K ﹤0.01%
1,415
1470
$36K ﹤0.01%
676
1471
$36K ﹤0.01%
2,333
1472
$36K ﹤0.01%
481
1473
$36K ﹤0.01%
2,327
1474
$36K ﹤0.01%
381
1475
$36K ﹤0.01%
2,465