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
1476
$38K ﹤0.01%
+1,000
1477
$38K ﹤0.01%
1,548
1478
$38K ﹤0.01%
4,408
1479
$38K ﹤0.01%
1,243
1480
$38K ﹤0.01%
818
1481
$38K ﹤0.01%
1,493
1482
$38K ﹤0.01%
1,281
1483
$38K ﹤0.01%
284
1484
$38K ﹤0.01%
903
1485
$38K ﹤0.01%
2,000
1486
$38K ﹤0.01%
385
1487
$38K ﹤0.01%
986
1488
$38K ﹤0.01%
917
1489
$38K ﹤0.01%
1,857
1490
$38K ﹤0.01%
360
1491
$37K ﹤0.01%
989
1492
$37K ﹤0.01%
3,620
1493
$37K ﹤0.01%
169
1494
$37K ﹤0.01%
+1,063
1495
$37K ﹤0.01%
2,934
1496
$37K ﹤0.01%
957
1497
$37K ﹤0.01%
+950
1498
$37K ﹤0.01%
177
1499
$37K ﹤0.01%
788
1500
$36K ﹤0.01%
1,027