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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
3,053
New
Increased
Reduced
Closed

Top Buys

1 +$16M
2 +$12.4M
3 +$3.72M
4
NKTX icon
Nkarta
NKTX
+$3.67M
5
KLRS
Kalaris Therapeutics
KLRS
+$3.34M

Top Sells

1 +$215M
2 +$12.8M
3 +$464K
4
TREX icon
Trex
TREX
+$146K
5
PPLI
People Inc
PPLI
+$91.9K

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
1626
$27K ﹤0.01%
1,038
1627
$27K ﹤0.01%
143
1628
$27K ﹤0.01%
1,205
1629
$27K ﹤0.01%
1,784
1630
$26K ﹤0.01%
202
1631
$26K ﹤0.01%
168
1632
$26K ﹤0.01%
198
1633
$26K ﹤0.01%
954
1634
$26K ﹤0.01%
773
1635
$26K ﹤0.01%
624
1636
$26K ﹤0.01%
253
1637
$26K ﹤0.01%
779
1638
$26K ﹤0.01%
401
1639
$26K ﹤0.01%
429
1640
$26K ﹤0.01%
530
1641
$26K ﹤0.01%
781
1642
$26K ﹤0.01%
388
1643
$25K ﹤0.01%
585
1644
$25K ﹤0.01%
908
1645
$25K ﹤0.01%
200
1646
$25K ﹤0.01%
579
1647
$25K ﹤0.01%
1,517
1648
$25K ﹤0.01%
661
1649
$25K ﹤0.01%
517
1650
$25K ﹤0.01%
254