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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
1651
$23K ﹤0.01%
147
1652
$23K ﹤0.01%
1,000
1653
$23K ﹤0.01%
601
1654
$23K ﹤0.01%
454
1655
$23K ﹤0.01%
303
-30
1656
$23K ﹤0.01%
234
1657
$23K ﹤0.01%
380
1658
$23K ﹤0.01%
253
1659
$23K ﹤0.01%
176
1660
$23K ﹤0.01%
589
1661
$23K ﹤0.01%
249
1662
$23K ﹤0.01%
846
1663
$23K ﹤0.01%
851
1664
$23K ﹤0.01%
73
1665
$22K ﹤0.01%
433
1666
$22K ﹤0.01%
350
1667
$22K ﹤0.01%
300
1668
$22K ﹤0.01%
872
1669
$22K ﹤0.01%
524
1670
$22K ﹤0.01%
153
1671
$22K ﹤0.01%
814
1672
$22K ﹤0.01%
105
1673
$22K ﹤0.01%
332
1674
$22K ﹤0.01%
1,934
1675
$22K ﹤0.01%
468