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
1451
$41K ﹤0.01%
454
1452
$40K ﹤0.01%
1,294
1453
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817
1454
$40K ﹤0.01%
865
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1,464
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834
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660
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1,748
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199
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669
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$40K ﹤0.01%
758
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$39K ﹤0.01%
2,098
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$39K ﹤0.01%
1,160
1464
$39K ﹤0.01%
197
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$39K ﹤0.01%
758
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$39K ﹤0.01%
1,037
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$39K ﹤0.01%
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1,545
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$38K ﹤0.01%
325
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$38K ﹤0.01%
67
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$38K ﹤0.01%
+1,356
1473
$38K ﹤0.01%
979
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$38K ﹤0.01%
449
1475
$38K ﹤0.01%
633