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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
1601
$26K ﹤0.01%
779
1602
$26K ﹤0.01%
401
1603
$26K ﹤0.01%
429
1604
$26K ﹤0.01%
781
1605
$26K ﹤0.01%
388
1606
$26K ﹤0.01%
530
1607
$25K ﹤0.01%
400
1608
$25K ﹤0.01%
1,362
1609
$25K ﹤0.01%
111
1610
$25K ﹤0.01%
241
1611
$25K ﹤0.01%
200
1612
$25K ﹤0.01%
579
1613
$25K ﹤0.01%
1,517
1614
$25K ﹤0.01%
661
1615
$25K ﹤0.01%
517
1616
$25K ﹤0.01%
254
1617
$25K ﹤0.01%
909
1618
$25K ﹤0.01%
1,143
1619
$25K ﹤0.01%
1,098
1620
$25K ﹤0.01%
495
1621
$25K ﹤0.01%
1,096
1622
$25K ﹤0.01%
258
1623
$24K ﹤0.01%
263
1624
$24K ﹤0.01%
1,116
1625
$24K ﹤0.01%
120