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
1601
$26K ﹤0.01%
779
1602
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401
1603
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429
1604
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530
1605
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781
1606
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388
1607
$25K ﹤0.01%
1,362
1608
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400
1609
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111
1610
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241
1611
$25K ﹤0.01%
200
1612
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579
1613
$25K ﹤0.01%
1,517
1614
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661
1615
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517
1616
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254
1617
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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