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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
1876
$14K ﹤0.01%
54
1877
$14K ﹤0.01%
1,000
1878
$14K ﹤0.01%
1,463
1879
$14K ﹤0.01%
1,470
1880
$14K ﹤0.01%
1,064
1881
$13K ﹤0.01%
270
1882
$13K ﹤0.01%
126
1883
$13K ﹤0.01%
1,233
1884
$13K ﹤0.01%
1,417
1885
$13K ﹤0.01%
491
1886
$13K ﹤0.01%
579
1887
$13K ﹤0.01%
109
1888
$13K ﹤0.01%
229
1889
$13K ﹤0.01%
733
1890
$13K ﹤0.01%
122
1891
$13K ﹤0.01%
220
1892
$13K ﹤0.01%
100
1893
$13K ﹤0.01%
602
1894
$13K ﹤0.01%
72
1895
$13K ﹤0.01%
341
1896
$13K ﹤0.01%
330
1897
$13K ﹤0.01%
2,200
1898
$13K ﹤0.01%
297
1899
$13K ﹤0.01%
343
1900
$13K ﹤0.01%
467