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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
1751
$18K ﹤0.01%
300
1752
$18K ﹤0.01%
105
1753
$18K ﹤0.01%
87
1754
$18K ﹤0.01%
1,800
1755
$18K ﹤0.01%
296
1756
$18K ﹤0.01%
920
1757
$18K ﹤0.01%
58
1758
$18K ﹤0.01%
524
1759
0
1760
$18K ﹤0.01%
167
1761
$18K ﹤0.01%
1,002
1762
$18K ﹤0.01%
1,000
1763
$18K ﹤0.01%
1,205
1764
$18K ﹤0.01%
481
1765
$18K ﹤0.01%
1,000
1766
$18K ﹤0.01%
795
1767
$18K ﹤0.01%
469
1768
$18K ﹤0.01%
208
1769
$18K ﹤0.01%
294
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