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
1976
$12K ﹤0.01%
366
1977
$12K ﹤0.01%
156
1978
$12K ﹤0.01%
928
1979
$12K ﹤0.01%
404
1980
$12K ﹤0.01%
46
1981
$12K ﹤0.01%
231
1982
$12K ﹤0.01%
375
1983
$12K ﹤0.01%
86
1984
$12K ﹤0.01%
1,000
1985
$12K ﹤0.01%
443
1986
$12K ﹤0.01%
273
1987
$12K ﹤0.01%
450
1988
$12K ﹤0.01%
592
1989
$12K ﹤0.01%
719
1990
$12K ﹤0.01%
18
1991
$12K ﹤0.01%
194
1992
$12K ﹤0.01%
1,000
1993
$12K ﹤0.01%
244
1994
$12K ﹤0.01%
2,000
1995
$11K ﹤0.01%
728
1996
$11K ﹤0.01%
1,500
1997
$11K ﹤0.01%
305
1998
$11K ﹤0.01%
230
1999
$11K ﹤0.01%
1,124
2000
$11K ﹤0.01%
204