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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
1676
$22K ﹤0.01%
1,290
1677
$22K ﹤0.01%
675
1678
$22K ﹤0.01%
1,272
1679
$22K ﹤0.01%
35
1680
$22K ﹤0.01%
98
1681
$22K ﹤0.01%
150
1682
$22K ﹤0.01%
23
1683
$22K ﹤0.01%
265
1684
$22K ﹤0.01%
172
-86
1685
$22K ﹤0.01%
856
1686
$22K ﹤0.01%
1,056
1687
$22K ﹤0.01%
109
1688
$22K ﹤0.01%
175
1689
$21K ﹤0.01%
149
1690
$21K ﹤0.01%
11
1691
$21K ﹤0.01%
295
1692
$21K ﹤0.01%
451
1693
$21K ﹤0.01%
460
1694
$21K ﹤0.01%
230
1695
$21K ﹤0.01%
576
1696
$21K ﹤0.01%
271
1697
$21K ﹤0.01%
793
1698
$21K ﹤0.01%
784
1699
$21K ﹤0.01%
108
1700
$21K ﹤0.01%
368