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
1576
$31K ﹤0.01%
940
1577
$30K ﹤0.01%
1,660
1578
$30K ﹤0.01%
990
1579
$30K ﹤0.01%
1,561
1580
$30K ﹤0.01%
200
1581
$30K ﹤0.01%
454
1582
$30K ﹤0.01%
1,097
1583
$30K ﹤0.01%
633
1584
$30K ﹤0.01%
1,550
1585
$30K ﹤0.01%
745
1586
$30K ﹤0.01%
1,236
1587
$30K ﹤0.01%
361
1588
$30K ﹤0.01%
1,220
1589
$30K ﹤0.01%
1,785
1590
$29K ﹤0.01%
916
1591
$29K ﹤0.01%
766
1592
$29K ﹤0.01%
3,291
1593
$29K ﹤0.01%
220
1594
$29K ﹤0.01%
344
1595
$29K ﹤0.01%
190
1596
$29K ﹤0.01%
11,000
1597
$29K ﹤0.01%
1,995
1598
$28K ﹤0.01%
200
1599
$28K ﹤0.01%
87
1600
$28K ﹤0.01%
2,000