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 +$9.8M
2 +$8.63M
3 +$3.95M
4
DNB
Dun & Bradstreet
DNB
+$3.13M
5
KLRS
Kalaris Therapeutics
KLRS
+$2.22M

Top Sells

1 +$269M
2 +$24.5M
3 +$484K
4
TREX icon
Trex
TREX
+$216K
5
IAC icon
IAC Inc
IAC
+$113K

Sector Composition

1 Technology 6.48%
2 Healthcare 5.1%
3 Financials 3.68%
4 Industrials 2.74%
5 Consumer Discretionary 2.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1801
$18K ﹤0.01%
296
1802
$18K ﹤0.01%
920
1803
$18K ﹤0.01%
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1804
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524
1805
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1807
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1808
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1809
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1810
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1811
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1812
$18K ﹤0.01%
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1813
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1814
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1815
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1816
$17K ﹤0.01%
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1817
$17K ﹤0.01%
1,650
1818
$17K ﹤0.01%
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1819
$17K ﹤0.01%
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1820
$17K ﹤0.01%
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1821
$17K ﹤0.01%
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1822
$17K ﹤0.01%
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1823
$17K ﹤0.01%
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1824
$17K ﹤0.01%
1,052
1825
$17K ﹤0.01%
1,208