We are live on ! Find out more
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
1826
$15K ﹤0.01%
162
1827
$15K ﹤0.01%
194
1828
$15K ﹤0.01%
148
1829
$15K ﹤0.01%
569
1830
$15K ﹤0.01%
1,889
1831
$15K ﹤0.01%
62
1832
$15K ﹤0.01%
658
1833
$15K ﹤0.01%
586
1834
$15K ﹤0.01%
325
1835
$15K ﹤0.01%
267
1836
$15K ﹤0.01%
188
1837
$15K ﹤0.01%
663
1838
$15K ﹤0.01%
224
1839
$15K ﹤0.01%
260
1840
$15K ﹤0.01%
470
1841
$15K ﹤0.01%
246
1842
$15K ﹤0.01%
719
1843
$15K ﹤0.01%
317
1844
$15K ﹤0.01%
273
1845
$15K ﹤0.01%
506
1846
$15K ﹤0.01%
200
1847
$15K ﹤0.01%
380
1848
$15K ﹤0.01%
400
1849
$15K ﹤0.01%
2,394
1850
$15K ﹤0.01%
764