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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
1626
$24K ﹤0.01%
750
1627
$24K ﹤0.01%
904
1628
$24K ﹤0.01%
159
1629
$24K ﹤0.01%
906
1630
$24K ﹤0.01%
292
1631
$24K ﹤0.01%
525
1632
$24K ﹤0.01%
243
1633
$24K ﹤0.01%
381
1634
$24K ﹤0.01%
181
1635
$24K ﹤0.01%
784
1636
$24K ﹤0.01%
1,399
1637
$24K ﹤0.01%
113
1638
$24K ﹤0.01%
236
1639
$24K ﹤0.01%
815
1640
$24K ﹤0.01%
924
1641
$24K ﹤0.01%
1,049
1642
$24K ﹤0.01%
803
1643
$24K ﹤0.01%
4,000
1644
$24K ﹤0.01%
399
1645
$24K ﹤0.01%
467
1646
$24K ﹤0.01%
310
1647
$23K ﹤0.01%
723
1648
$23K ﹤0.01%
230
1649
$23K ﹤0.01%
758
1650
$23K ﹤0.01%
1,000