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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
1476
$36K ﹤0.01%
608
1477
$36K ﹤0.01%
2,400
1478
$36K ﹤0.01%
230
1479
$36K ﹤0.01%
700
1480
$36K ﹤0.01%
127
1481
$36K ﹤0.01%
156
1482
$35K ﹤0.01%
362
1483
$35K ﹤0.01%
1,073
1484
$35K ﹤0.01%
344
1485
$35K ﹤0.01%
555
1486
$35K ﹤0.01%
193
1487
$34K ﹤0.01%
250
1488
$34K ﹤0.01%
906
1489
$34K ﹤0.01%
282
1490
$34K ﹤0.01%
1,566
1491
$34K ﹤0.01%
2,030
1492
$34K ﹤0.01%
196
1493
$34K ﹤0.01%
90
1494
$34K ﹤0.01%
138
1495
$33K ﹤0.01%
433
1496
$33K ﹤0.01%
334
1497
$33K ﹤0.01%
946
1498
$33K ﹤0.01%
363
1499
$33K ﹤0.01%
134
1500
$33K ﹤0.01%
457