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
1926
$12K ﹤0.01%
46
1927
$12K ﹤0.01%
231
1928
$12K ﹤0.01%
375
1929
$12K ﹤0.01%
86
1930
$12K ﹤0.01%
1,000
1931
$12K ﹤0.01%
443
1932
$12K ﹤0.01%
273
1933
$12K ﹤0.01%
450
1934
$12K ﹤0.01%
592
1935
$12K ﹤0.01%
719
1936
$12K ﹤0.01%
18
1937
$12K ﹤0.01%
194
1938
$12K ﹤0.01%
1,000
1939
$12K ﹤0.01%
244
1940
$12K ﹤0.01%
90
1941
$12K ﹤0.01%
480
1942
$12K ﹤0.01%
73
1943
$12K ﹤0.01%
442
1944
$12K ﹤0.01%
595
1945
$12K ﹤0.01%
235
1946
$12K ﹤0.01%
130
1947
$12K ﹤0.01%
62
1948
$12K ﹤0.01%
2,000
1949
$11K ﹤0.01%
728
1950
$11K ﹤0.01%
1,500