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
3,053
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
IAC icon
IAC Inc
IAC
+$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%
221
1827
$17K ﹤0.01%
1,052
1828
$17K ﹤0.01%
1,208
1829
$17K ﹤0.01%
181
1830
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94
1831
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434
1832
$17K ﹤0.01%
655
1833
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267
1834
$17K ﹤0.01%
1,050
1835
$17K ﹤0.01%
327
1836
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200
1837
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108
1838
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840
1839
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735
1840
$17K ﹤0.01%
150
1841
$17K ﹤0.01%
126
1842
$16K ﹤0.01%
181
1843
$16K ﹤0.01%
745
1844
$16K ﹤0.01%
120
1845
$16K ﹤0.01%
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1846
$16K ﹤0.01%
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1847
$16K ﹤0.01%
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1848
$16K ﹤0.01%
950
1849
$16K ﹤0.01%
300
1850
$16K ﹤0.01%
593