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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
1901
$13K ﹤0.01%
100
1902
$13K ﹤0.01%
232
1903
$13K ﹤0.01%
266
1904
$13K ﹤0.01%
320
1905
$13K ﹤0.01%
169
1906
$13K ﹤0.01%
96
1907
$13K ﹤0.01%
388
1908
$13K ﹤0.01%
558
1909
$13K ﹤0.01%
1,829
1910
$13K ﹤0.01%
1,569
1911
$13K ﹤0.01%
471
1912
$13K ﹤0.01%
701
1913
$13K ﹤0.01%
130
1914
$13K ﹤0.01%
688
1915
$13K ﹤0.01%
200
1916
$13K ﹤0.01%
455
1917
$13K ﹤0.01%
200
1918
$13K ﹤0.01%
243
1919
$12K ﹤0.01%
50
1920
$12K ﹤0.01%
70
1921
$12K ﹤0.01%
1,377
1922
$12K ﹤0.01%
366
1923
$12K ﹤0.01%
156
1924
$12K ﹤0.01%
928
1925
$12K ﹤0.01%
404