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 +$9.8M
2 +$8.63M
3 +$3.95M
4
DNB
Dun & Bradstreet
DNB
+$3.13M
5
KLRS
Kalaris Therapeutics
KLRS
+$2.22M

Top Sells

1 +$269M
2 +$24.5M
3 +$484K
4
TREX icon
Trex
TREX
+$216K
5
IAC icon
IAC Inc
IAC
+$113K

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
1701
$23K ﹤0.01%
589
1702
$22K ﹤0.01%
433
1703
$22K ﹤0.01%
350
1704
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300
1705
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872
1706
$22K ﹤0.01%
524
1707
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1708
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814
1709
$22K ﹤0.01%
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1710
$22K ﹤0.01%
332
1711
$22K ﹤0.01%
1,934
1712
$22K ﹤0.01%
23
1713
$22K ﹤0.01%
265
1714
$22K ﹤0.01%
172
1715
$22K ﹤0.01%
468
1716
$22K ﹤0.01%
1,290
1717
$22K ﹤0.01%
175
1718
$22K ﹤0.01%
1,272
1719
$22K ﹤0.01%
34
-1
1720
$22K ﹤0.01%
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1721
$22K ﹤0.01%
150
1722
$22K ﹤0.01%
675
1723
$22K ﹤0.01%
856
1724
$22K ﹤0.01%
50
1725
$22K ﹤0.01%
1,056