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
1526
$34K ﹤0.01%
906
1527
$34K ﹤0.01%
282
1528
$34K ﹤0.01%
1,566
1529
$34K ﹤0.01%
2,030
1530
$33K ﹤0.01%
433
1531
$33K ﹤0.01%
334
1532
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946
1533
$33K ﹤0.01%
363
1534
$33K ﹤0.01%
1,969
1535
$33K ﹤0.01%
637
1536
$33K ﹤0.01%
492
1537
$33K ﹤0.01%
786
1538
$33K ﹤0.01%
457
1539
$33K ﹤0.01%
582
1540
$33K ﹤0.01%
1,000
1541
$33K ﹤0.01%
134
1542
$32K ﹤0.01%
275
1543
$32K ﹤0.01%
684
1544
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445
1545
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438
1546
$32K ﹤0.01%
136
1547
$32K ﹤0.01%
995
1548
$32K ﹤0.01%
1,325
1549
$32K ﹤0.01%
561
1550
$32K ﹤0.01%
532