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
2001
$10K ﹤0.01%
104
2002
$10K ﹤0.01%
20
2003
$10K ﹤0.01%
210
2004
$10K ﹤0.01%
500
2005
$10K ﹤0.01%
342
2006
$10K ﹤0.01%
47
2007
$10K ﹤0.01%
238
2008
$10K ﹤0.01%
154
2009
$10K ﹤0.01%
333
2010
$10K ﹤0.01%
322
+258
2011
$10K ﹤0.01%
111
2012
$10K ﹤0.01%
287
2013
$10K ﹤0.01%
2,265
2014
$10K ﹤0.01%
470
2015
$10K ﹤0.01%
10
2016
$10K ﹤0.01%
2,613
2017
$10K ﹤0.01%
81
2018
$10K ﹤0.01%
121
2019
$10K ﹤0.01%
56
2020
$10K ﹤0.01%
462
2021
$10K ﹤0.01%
72
2022
$10K ﹤0.01%
196
2023
$10K ﹤0.01%
2,550
2024
$10K ﹤0.01%
324
2025
$10K ﹤0.01%
165
79 80
81
82 83