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 +$9.8M
2 +$8.63M
3 +$3.95M
4
DNB
Dun & Bradstreet
DNB
+$3.13M
5
KLRS
Kalaris Therapeutics
KLRS
+$2.22M

Top Sells

1 +$269M
2 +$24.5M
3 +$484K
4
TREX icon
Trex
TREX
+$216K
5
IAC icon
IAC Inc
IAC
+$113K

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
1851
$16K ﹤0.01%
181
1852
$16K ﹤0.01%
745
1853
$16K ﹤0.01%
120
1854
$16K ﹤0.01%
112
1855
$16K ﹤0.01%
312
1856
$16K ﹤0.01%
360
1857
$16K ﹤0.01%
2,002
1858
$16K ﹤0.01%
657
1859
$16K ﹤0.01%
166
1860
$16K ﹤0.01%
612
1861
$16K ﹤0.01%
731
1862
$16K ﹤0.01%
1,731
1863
$16K ﹤0.01%
30
1864
$16K ﹤0.01%
334
1865
$16K ﹤0.01%
4,108
1866
$16K ﹤0.01%
529
1867
$16K ﹤0.01%
198
1868
$16K ﹤0.01%
489
1869
$15K ﹤0.01%
658
1870
$15K ﹤0.01%
586
1871
$15K ﹤0.01%
450
1872
$15K ﹤0.01%
325
1873
$15K ﹤0.01%
267
1874
$15K ﹤0.01%
188
1875
$15K ﹤0.01%
663