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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
1951
$11K ﹤0.01%
765
1952
$11K ﹤0.01%
95
1953
$11K ﹤0.01%
328
1954
$11K ﹤0.01%
140
1955
$11K ﹤0.01%
487
1956
$11K ﹤0.01%
850
1957
$11K ﹤0.01%
616
1958
$11K ﹤0.01%
656
1959
$11K ﹤0.01%
191
1960
$11K ﹤0.01%
209
1961
$11K ﹤0.01%
346
1962
$11K ﹤0.01%
105
1963
$11K ﹤0.01%
1,558
1964
$11K ﹤0.01%
88
1965
$11K ﹤0.01%
184
1966
$11K ﹤0.01%
296
1967
$11K ﹤0.01%
663
1968
$11K ﹤0.01%
117
+88
1969
$11K ﹤0.01%
159
1970
$11K ﹤0.01%
62
1971
$11K ﹤0.01%
164
1972
$11K ﹤0.01%
1,199
1973
$11K ﹤0.01%
725
1974
$11K ﹤0.01%
1,500
1975
$11K ﹤0.01%
305