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
1951
$11K ﹤0.01%
305
1952
$11K ﹤0.01%
230
1953
$11K ﹤0.01%
1,124
1954
$11K ﹤0.01%
204
1955
$11K ﹤0.01%
765
1956
$11K ﹤0.01%
95
1957
$11K ﹤0.01%
328
1958
$11K ﹤0.01%
140
1959
$11K ﹤0.01%
487
1960
$11K ﹤0.01%
850
1961
$11K ﹤0.01%
209
1962
$11K ﹤0.01%
296
1963
$11K ﹤0.01%
663
1964
$11K ﹤0.01%
300
1965
$11K ﹤0.01%
73
1966
$11K ﹤0.01%
600
1967
$11K ﹤0.01%
112
1968
$11K ﹤0.01%
150
1969
$11K ﹤0.01%
1,105
1970
$11K ﹤0.01%
297
1971
$11K ﹤0.01%
6
1972
$11K ﹤0.01%
380
1973
$11K ﹤0.01%
117
+88
1974
$11K ﹤0.01%
159
1975
$11K ﹤0.01%
62