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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
1851
$15K ﹤0.01%
967
1852
$15K ﹤0.01%
90
1853
$15K ﹤0.01%
859
1854
$15K ﹤0.01%
3,504
1855
$15K ﹤0.01%
864
1856
$15K ﹤0.01%
2,000
1857
$15K ﹤0.01%
332
1858
$15K ﹤0.01%
337
1859
$15K ﹤0.01%
401
1860
$14K ﹤0.01%
305
1861
$14K ﹤0.01%
346
1862
$14K ﹤0.01%
211
1863
$14K ﹤0.01%
506
1864
$14K ﹤0.01%
175
1865
$14K ﹤0.01%
840
1866
$14K ﹤0.01%
1,292
1867
$14K ﹤0.01%
394
1868
$14K ﹤0.01%
164
1869
$14K ﹤0.01%
793
1870
$14K ﹤0.01%
1,722
1871
$14K ﹤0.01%
302
1872
$14K ﹤0.01%
193
1873
$14K ﹤0.01%
127
1874
$14K ﹤0.01%
160
1875
$14K ﹤0.01%
1,031