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
1901
$15K ﹤0.01%
3,504
1902
$15K ﹤0.01%
400
1903
$15K ﹤0.01%
864
1904
$15K ﹤0.01%
2,000
1905
$14K ﹤0.01%
305
1906
$14K ﹤0.01%
346
1907
$14K ﹤0.01%
1,470
1908
$14K ﹤0.01%
1,064
1909
$14K ﹤0.01%
211
1910
$14K ﹤0.01%
506
1911
$14K ﹤0.01%
175
1912
$14K ﹤0.01%
840
1913
$14K ﹤0.01%
1,292
1914
$14K ﹤0.01%
394
1915
$14K ﹤0.01%
164
1916
$14K ﹤0.01%
793
1917
$14K ﹤0.01%
1,722
1918
$14K ﹤0.01%
302
1919
$14K ﹤0.01%
193
1920
$14K ﹤0.01%
127
1921
$14K ﹤0.01%
160
1922
$14K ﹤0.01%
1,031
1923
$14K ﹤0.01%
54
1924
$14K ﹤0.01%
1,000
1925
$14K ﹤0.01%
1,463