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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
1576
$28K ﹤0.01%
384
1577
$28K ﹤0.01%
690
1578
$28K ﹤0.01%
183
1579
$28K ﹤0.01%
316
1580
$28K ﹤0.01%
719
1581
$27K ﹤0.01%
433
1582
$27K ﹤0.01%
827
1583
$27K ﹤0.01%
1,181
1584
$27K ﹤0.01%
235
1585
$27K ﹤0.01%
500
1586
$27K ﹤0.01%
1,500
1587
$27K ﹤0.01%
1,255
1588
$27K ﹤0.01%
485
1589
$27K ﹤0.01%
2,007
1590
$27K ﹤0.01%
1,038
1591
$27K ﹤0.01%
143
1592
$27K ﹤0.01%
1,205
1593
$27K ﹤0.01%
1,784
1594
$26K ﹤0.01%
202
1595
$26K ﹤0.01%
168
1596
$26K ﹤0.01%
198
1597
$26K ﹤0.01%
954
1598
$26K ﹤0.01%
773
1599
$26K ﹤0.01%
624
1600
$26K ﹤0.01%
253