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
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%
220
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344
1559
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190
1560
$29K ﹤0.01%
11,000
1561
$29K ﹤0.01%
1,995
1562
$28K ﹤0.01%
183
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$28K ﹤0.01%
316
1564
$28K ﹤0.01%
719
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379
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648
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702
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200
1569
$28K ﹤0.01%
1,156
1570
$28K ﹤0.01%
750
1571
$28K ﹤0.01%
690
1572
$28K ﹤0.01%
298
1573
0
1574
$28K ﹤0.01%
87
1575
$28K ﹤0.01%
2,000