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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
1976
$11K ﹤0.01%
230
1977
$11K ﹤0.01%
1,124
1978
$11K ﹤0.01%
300
1979
$11K ﹤0.01%
73
1980
$11K ﹤0.01%
600
1981
$11K ﹤0.01%
1,120
1982
$11K ﹤0.01%
150
1983
$11K ﹤0.01%
1,105
1984
$11K ﹤0.01%
297
1985
$11K ﹤0.01%
6
1986
$11K ﹤0.01%
380
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