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
3,053
New
Increased
Reduced
Closed

Top Buys

1 +$16M
2 +$12.4M
3 +$3.72M
4
NKTX icon
Nkarta
NKTX
+$3.67M
5
KLRS
Kalaris Therapeutics
KLRS
+$3.34M

Top Sells

1 +$215M
2 +$12.8M
3 +$464K
4
TREX icon
Trex
TREX
+$146K
5
PPLI
People Inc
PPLI
+$91.9K

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
1826
$17K ﹤0.01%
203
1827
$17K ﹤0.01%
281
1828
$17K ﹤0.01%
1,036
-518
1829
$17K ﹤0.01%
1,050
1830
$17K ﹤0.01%
327
1831
$17K ﹤0.01%
200
1832
$17K ﹤0.01%
782
1833
$17K ﹤0.01%
108
1834
$17K ﹤0.01%
840
1835
$17K ﹤0.01%
735
1836
$17K ﹤0.01%
1,650
1837
$17K ﹤0.01%
679
1838
$17K ﹤0.01%
260
1839
$17K ﹤0.01%
236
1840
$17K ﹤0.01%
126
1841
$17K ﹤0.01%
150
1842
$16K ﹤0.01%
53
1843
$16K ﹤0.01%
213
1844
$16K ﹤0.01%
950
1845
$16K ﹤0.01%
300
1846
$16K ﹤0.01%
593
1847
$16K ﹤0.01%
108
1848
$16K ﹤0.01%
502
1849
$16K ﹤0.01%
775
1850
$16K ﹤0.01%
95