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
176
$13M 0.1%
67,669
177
$12.6M 0.1%
144,369
178
$12.5M 0.1%
623,240
179
$12.4M 0.1%
154,376
180
$12.2M 0.1%
121,435
181
$12.1M 0.1%
267,619
182
$12M 0.1%
523,483
183
$11.9M 0.09%
214,600
184
$11.9M 0.09%
1,116,247
185
$11.7M 0.09%
45,529
186
$11.3M 0.09%
78,600
187
$11.3M 0.09%
187,860
188
$11.3M 0.09%
108,074
189
$11.3M 0.09%
49,247
190
$11.2M 0.09%
151,180
191
$11.1M 0.09%
223,034
192
$11M 0.09%
186,361
193
$11M 0.09%
580,934
194
$10.9M 0.09%
229,376
195
$10.4M 0.08%
204,391
196
$10.4M 0.08%
489,905
197
$10.2M 0.08%
63,100
198
$10.2M 0.08%
129,023
199
$10.1M 0.08%
31,723
200
$9.7M 0.08%
62,369
6 7
8
9 10