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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
1526
$31K ﹤0.01%
287
1527
$31K ﹤0.01%
836
1528
$31K ﹤0.01%
1,079
1529
$31K ﹤0.01%
629
1530
$31K ﹤0.01%
608
1531
$31K ﹤0.01%
1,729
1532
$31K ﹤0.01%
387
1533
$31K ﹤0.01%
539
1534
$31K ﹤0.01%
194
1535
$31K ﹤0.01%
936
1536
$31K ﹤0.01%
+940
1537
$31K ﹤0.01%
1,342
1538
$31K ﹤0.01%
1,538
1539
$31K ﹤0.01%
2,182
1540
$31K ﹤0.01%
572
1541
$30K ﹤0.01%
1,660
1542
$30K ﹤0.01%
990
1543
$30K ﹤0.01%
1,785
1544
$30K ﹤0.01%
200
1545
$30K ﹤0.01%
454
1546
$30K ﹤0.01%
1,097
1547
$30K ﹤0.01%
633
1548
$30K ﹤0.01%
1,550
1549
$30K ﹤0.01%
745
1550
$30K ﹤0.01%
1,561