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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
1551
$30K ﹤0.01%
1,236
1552
$30K ﹤0.01%
361
1553
$30K ﹤0.01%
1,220
1554
$29K ﹤0.01%
916
1555
$29K ﹤0.01%
766
1556
$29K ﹤0.01%
3,291
1557
$29K ﹤0.01%
11,000
1558
$29K ﹤0.01%
880
1559
$29K ﹤0.01%
344
1560
$29K ﹤0.01%
190
1561
$29K ﹤0.01%
1,995
1562
$28K ﹤0.01%
379
1563
$28K ﹤0.01%
648
1564
$28K ﹤0.01%
702
1565
$28K ﹤0.01%
200
1566
$28K ﹤0.01%
1,156
1567
$28K ﹤0.01%
750
1568
$28K ﹤0.01%
298
1569
0
1570
$28K ﹤0.01%
87
1571
$28K ﹤0.01%
2,000
1572
$28K ﹤0.01%
300
1573
$28K ﹤0.01%
1,342
1574
$28K ﹤0.01%
3,600
1575
$28K ﹤0.01%
3,000