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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
1776
$17K ﹤0.01%
94
1777
$17K ﹤0.01%
263
1778
$17K ﹤0.01%
376
1779
$17K ﹤0.01%
534
1780
$17K ﹤0.01%
434
1781
$17K ﹤0.01%
+655
1782
$17K ﹤0.01%
267
1783
$17K ﹤0.01%
203
1784
$17K ﹤0.01%
281
1785
$17K ﹤0.01%
1,554
1786
$17K ﹤0.01%
1,050
1787
$17K ﹤0.01%
327
1788
$17K ﹤0.01%
200
1789
$17K ﹤0.01%
782
1790
$17K ﹤0.01%
108
1791
$17K ﹤0.01%
840
1792
$17K ﹤0.01%
735
1793
$17K ﹤0.01%
1,650
1794
$17K ﹤0.01%
679
1795
$17K ﹤0.01%
260
1796
$17K ﹤0.01%
236
1797
$17K ﹤0.01%
150
1798
$17K ﹤0.01%
126
1799
$16K ﹤0.01%
312
1800
$16K ﹤0.01%
360