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
1501
$33K ﹤0.01%
492
1502
$33K ﹤0.01%
786
1503
$33K ﹤0.01%
134
1504
$33K ﹤0.01%
457
1505
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582
1506
$33K ﹤0.01%
1,000
1507
$32K ﹤0.01%
561
1508
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532
1509
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275
1510
$32K ﹤0.01%
684
1511
$32K ﹤0.01%
445
1512
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438
1513
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136
1514
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995
1515
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98
1516
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896
1517
$32K ﹤0.01%
1,325
1518
$32K ﹤0.01%
354
1519
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477
1520
$32K ﹤0.01%
1,142
1521
$32K ﹤0.01%
1,792
1522
$32K ﹤0.01%
518
1523
$32K ﹤0.01%
383
1524
$32K ﹤0.01%
265
1525
$32K ﹤0.01%
147