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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
3,053
New
Increased
Reduced
Closed

Top Buys

1 +$16M
2 +$12.4M
3 +$3.72M
4
NKTX icon
Nkarta
NKTX
+$3.67M
5
KLRS
Kalaris Therapeutics
KLRS
+$3.34M

Top Sells

1 +$215M
2 +$12.8M
3 +$464K
4
TREX icon
Trex
TREX
+$146K
5
PPLI
People Inc
PPLI
+$91.9K

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
1726
$22K ﹤0.01%
150
1727
$21K ﹤0.01%
149
1728
$21K ﹤0.01%
11
1729
$21K ﹤0.01%
295
1730
$21K ﹤0.01%
451
1731
$21K ﹤0.01%
460
1732
$21K ﹤0.01%
601
1733
$21K ﹤0.01%
108
1734
$21K ﹤0.01%
368
1735
$21K ﹤0.01%
919
1736
$21K ﹤0.01%
767
1737
$21K ﹤0.01%
248
1738
$21K ﹤0.01%
66
1739
$21K ﹤0.01%
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1740
$21K ﹤0.01%
230
1741
$21K ﹤0.01%
576
1742
$21K ﹤0.01%
271
1743
$21K ﹤0.01%
793
1744
$20K ﹤0.01%
625
1745
$20K ﹤0.01%
200
1746
$20K ﹤0.01%
855
1747
$20K ﹤0.01%
350
1748
$20K ﹤0.01%
+622
1749
$20K ﹤0.01%
386
1750
$20K ﹤0.01%
364