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 +$55.7M
2 +$765K
3 +$675K
4
CURI icon
CuriosityStream
CURI
+$104K
5
ONEM
1Life Healthcare
ONEM
+$31K

Top Sells

1 +$8.61M
2 +$18K
3 +$11K
4
BIP icon
Brookfield Infrastructure Partners
BIP
+$6.83K
5
BBBY
Bed Bath & Beyond
BBBY
+$2.28K

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%
2,000
1852
$15K ﹤0.01%
332
1853
$15K ﹤0.01%
337
1854
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2,394
1855
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764
1856
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90
1857
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859
1858
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3,504
1859
$15K ﹤0.01%
967
1860
$14K ﹤0.01%
305
1861
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840
1866
$14K ﹤0.01%
1,292
1867
$14K ﹤0.01%
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1869
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1870
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1,722
1871
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1873
$14K ﹤0.01%
127
1874
$14K ﹤0.01%
160
1875
$14K ﹤0.01%
1,031