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
1951
$13K ﹤0.01%
96
1952
$13K ﹤0.01%
130
1953
$13K ﹤0.01%
109
1954
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229
1955
$13K ﹤0.01%
733
1956
$13K ﹤0.01%
122
1957
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602
1958
$13K ﹤0.01%
72
1959
$13K ﹤0.01%
341
1960
$13K ﹤0.01%
330
1961
$13K ﹤0.01%
2,200
1962
$13K ﹤0.01%
297
1963
$13K ﹤0.01%
343
1964
$13K ﹤0.01%
467
1965
$12K ﹤0.01%
442
1966
$12K ﹤0.01%
1,498
+1,448
1967
$12K ﹤0.01%
70
1968
$12K ﹤0.01%
1,377
1969
$12K ﹤0.01%
90
1970
$12K ﹤0.01%
480
1971
$12K ﹤0.01%
73
1972
$12K ﹤0.01%
595
1973
$12K ﹤0.01%
235
1974
$12K ﹤0.01%
130
1975
$12K ﹤0.01%
62