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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
3,053
New
Increased
Reduced
Closed

Top Buys

1 +$16M
2 +$12.4M
3 +$3.72M
4
NKTX icon
Nkarta
NKTX
+$3.67M
5
KLRS
Kalaris Therapeutics
KLRS
+$3.34M

Top Sells

1 +$215M
2 +$12.8M
3 +$464K
4
TREX icon
Trex
TREX
+$146K
5
PPLI
People Inc
PPLI
+$91.9K

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%
1,000
1977
$12K ﹤0.01%
443
1978
$12K ﹤0.01%
273
1979
$12K ﹤0.01%
450
1980
$12K ﹤0.01%
592
1981
$12K ﹤0.01%
719
1982
$12K ﹤0.01%
18
1983
$12K ﹤0.01%
194
1984
$12K ﹤0.01%
1,000
1985
$12K ﹤0.01%
244
1986
$12K ﹤0.01%
90
1987
$12K ﹤0.01%
480
1988
$12K ﹤0.01%
73
1989
$12K ﹤0.01%
595
1990
$12K ﹤0.01%
235
1991
$12K ﹤0.01%
130
1992
$12K ﹤0.01%
62
1993
$12K ﹤0.01%
2,000
1994
$12K ﹤0.01%
442
1995
$11K ﹤0.01%
62
1996
$11K ﹤0.01%
164
1997
$11K ﹤0.01%
95
1998
$11K ﹤0.01%
328
1999
$11K ﹤0.01%
140
2000
$11K ﹤0.01%
487