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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
1801
$16K ﹤0.01%
2,002
1802
$16K ﹤0.01%
657
1803
$16K ﹤0.01%
166
1804
$16K ﹤0.01%
731
1805
$16K ﹤0.01%
1,731
1806
$16K ﹤0.01%
95
1807
$16K ﹤0.01%
745
1808
$16K ﹤0.01%
213
1809
$16K ﹤0.01%
950
1810
$16K ﹤0.01%
300
1811
$16K ﹤0.01%
593
1812
$16K ﹤0.01%
108
1813
$16K ﹤0.01%
502
1814
$16K ﹤0.01%
775
1815
$16K ﹤0.01%
53
1816
$16K ﹤0.01%
181
1817
$16K ﹤0.01%
120
1818
$16K ﹤0.01%
112
1819
$16K ﹤0.01%
529
1820
$16K ﹤0.01%
198
1821
$16K ﹤0.01%
489
1822
$16K ﹤0.01%
612
1823
$16K ﹤0.01%
30
1824
$16K ﹤0.01%
334
1825
$16K ﹤0.01%
4,108