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 +$55.7M
2 +$765K
3 +$675K
4
CURI icon
CuriosityStream
CURI
+$104K
5
ONEM
1Life Healthcare
ONEM
+$31K

Top Sells

1 +$8.61M
2 +$18K
3 +$11K
4
BIP icon
Brookfield Infrastructure Partners
BIP
+$6.83K
5
BBBY
Bed Bath & Beyond
BBBY
+$2.28K

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%
500
1727
$20K ﹤0.01%
1,076
1728
$20K ﹤0.01%
490
1729
$20K ﹤0.01%
229
1730
$20K ﹤0.01%
129
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%
100
1739
$19K ﹤0.01%
499
1740
$19K ﹤0.01%
350
1741
$19K ﹤0.01%
347
1742
$19K ﹤0.01%
700
1743
$19K ﹤0.01%
380
1744
$19K ﹤0.01%
126
1745
$19K ﹤0.01%
1,103
1746
$18K ﹤0.01%
469
1747
$18K ﹤0.01%
208
1748
$18K ﹤0.01%
294
1749
$18K ﹤0.01%
181
1750
$18K ﹤0.01%
286