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
1976
$11K ﹤0.01%
164
1977
$11K ﹤0.01%
1,199
1978
$11K ﹤0.01%
725
1979
$11K ﹤0.01%
616
1980
$11K ﹤0.01%
656
1981
$11K ﹤0.01%
191
1982
$11K ﹤0.01%
346
1983
$11K ﹤0.01%
105
1984
$11K ﹤0.01%
1,558
1985
$11K ﹤0.01%
88
1986
$11K ﹤0.01%
184
1987
$10K ﹤0.01%
250
1988
$10K ﹤0.01%
225
1989
$10K ﹤0.01%
500
1990
$10K ﹤0.01%
1,025
1991
$10K ﹤0.01%
134
1992
$10K ﹤0.01%
104
1993
$10K ﹤0.01%
137
1994
$10K ﹤0.01%
861
1995
$10K ﹤0.01%
189
1996
$10K ﹤0.01%
1,480
1997
$10K ﹤0.01%
400
1998
$10K ﹤0.01%
237
1999
$10K ﹤0.01%
460
2000
$10K ﹤0.01%
584