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
1451
$41K ﹤0.01%
454
1452
$40K ﹤0.01%
669
1453
$40K ﹤0.01%
758
1454
$40K ﹤0.01%
865
1455
$40K ﹤0.01%
1,464
1456
$40K ﹤0.01%
834
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$40K ﹤0.01%
660
1458
$40K ﹤0.01%
1,748
1459
$40K ﹤0.01%
199
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$40K ﹤0.01%
1,294
1461
$40K ﹤0.01%
817
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$39K ﹤0.01%
189
1463
$39K ﹤0.01%
1,545
1464
$39K ﹤0.01%
2,098
1465
$39K ﹤0.01%
1,160
1466
$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%
1,049
1470
$38K ﹤0.01%
325
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$38K ﹤0.01%
67
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$38K ﹤0.01%
+1,000
1473
$38K ﹤0.01%
1,548
1474
$38K ﹤0.01%
4,408
1475
$38K ﹤0.01%
1,243