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
1801
$16K ﹤0.01%
108
1802
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502
1803
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775
1804
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1805
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1806
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745
1807
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1808
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1809
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1810
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360
1811
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2,002
1812
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657
1813
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166
1814
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731
1815
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1,731
1816
$16K ﹤0.01%
529
1817
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1818
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489
1819
$16K ﹤0.01%
612
1820
$16K ﹤0.01%
30
1821
$16K ﹤0.01%
334
1822
$16K ﹤0.01%
4,108
1823
$16K ﹤0.01%
213
1824
$16K ﹤0.01%
950
1825
$16K ﹤0.01%
95