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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
1726
$20K ﹤0.01%
855
1727
$20K ﹤0.01%
350
1728
$20K ﹤0.01%
696
1729
$20K ﹤0.01%
56
1730
$20K ﹤0.01%
462
1731
$19K ﹤0.01%
358
1732
$19K ﹤0.01%
8,410
1733
$19K ﹤0.01%
200
1734
$19K ﹤0.01%
300
1735
$19K ﹤0.01%
683
1736
$19K ﹤0.01%
579
1737
$19K ﹤0.01%
1,000
1738
$19K ﹤0.01%
499
1739
$19K ﹤0.01%
380
1740
$19K ﹤0.01%
100
1741
$19K ﹤0.01%
126
1742
$19K ﹤0.01%
1,103
1743
$19K ﹤0.01%
350
1744
$19K ﹤0.01%
347
1745
$19K ﹤0.01%
700
1746
$18K ﹤0.01%
181
1747
$18K ﹤0.01%
286
1748
$18K ﹤0.01%
201
1749
$18K ﹤0.01%
202
1750
$18K ﹤0.01%
547