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 +$55.7M
2 +$765K
3 +$675K
4
CURI icon
CuriosityStream
CURI
+$104K
5
ONEM
1Life Healthcare
ONEM
+$31K

Top Sells

1 +$8.61M
2 +$18K
3 +$11K
4
BIP icon
Brookfield Infrastructure Partners
BIP
+$6.83K
5
BBBY
Bed Bath & Beyond
BBBY
+$2.28K

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
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$36K ﹤0.01%
700
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127
1481
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156
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362
1483
$35K ﹤0.01%
555
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$35K ﹤0.01%
193
1485
$35K ﹤0.01%
1,073
1486
$35K ﹤0.01%
344
1487
$34K ﹤0.01%
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1488
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906
1489
$34K ﹤0.01%
282
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$34K ﹤0.01%
1,566
1491
$34K ﹤0.01%
2,030
1492
$34K ﹤0.01%
196
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90
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$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%
1,969
1500
$33K ﹤0.01%
637