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
1751
$18K ﹤0.01%
201
1752
$18K ﹤0.01%
202
1753
$18K ﹤0.01%
547
1754
$18K ﹤0.01%
300
1755
$18K ﹤0.01%
105
1756
$18K ﹤0.01%
87
1757
$18K ﹤0.01%
795
1758
$18K ﹤0.01%
1,800
1759
$18K ﹤0.01%
296
1760
$18K ﹤0.01%
920
1761
$18K ﹤0.01%
58
1762
$18K ﹤0.01%
524
1763
0
1764
$18K ﹤0.01%
167
1765
$18K ﹤0.01%
1,002
1766
$18K ﹤0.01%
1,000
1767
$18K ﹤0.01%
1,205
1768
$18K ﹤0.01%
481
1769
$18K ﹤0.01%
1,000
1770
$17K ﹤0.01%
221
1771
$17K ﹤0.01%
1,052
1772
$17K ﹤0.01%
1,208
1773
$17K ﹤0.01%
181
1774
$17K ﹤0.01%
228
1775
$17K ﹤0.01%
26