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
3,053
New
Increased
Reduced
Closed

Top Buys

1 +$16M
2 +$12.4M
3 +$3.72M
4
NKTX icon
Nkarta
NKTX
+$3.67M
5
KLRS
Kalaris Therapeutics
KLRS
+$3.34M

Top Sells

1 +$215M
2 +$12.8M
3 +$464K
4
TREX icon
Trex
TREX
+$146K
5
IAC icon
IAC Inc
IAC
+$91.9K

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
1926
$13K ﹤0.01%
200
1927
$13K ﹤0.01%
122
1928
$13K ﹤0.01%
330
1929
$13K ﹤0.01%
2,200
1930
$13K ﹤0.01%
297
1931
$13K ﹤0.01%
343
1932
$13K ﹤0.01%
467
1933
$13K ﹤0.01%
701
1934
$13K ﹤0.01%
688
1935
$13K ﹤0.01%
455
1936
$13K ﹤0.01%
200
1937
$13K ﹤0.01%
243
1938
$13K ﹤0.01%
1,417
1939
$13K ﹤0.01%
491
1940
$13K ﹤0.01%
471
1941
$13K ﹤0.01%
579
1942
$13K ﹤0.01%
+400
1943
$13K ﹤0.01%
602
1944
$13K ﹤0.01%
72
1945
$13K ﹤0.01%
270
1946
$13K ﹤0.01%
126
1947
$13K ﹤0.01%
1,233
1948
$13K ﹤0.01%
109
1949
$13K ﹤0.01%
229
1950
$13K ﹤0.01%
733