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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
2026
$10K ﹤0.01%
81
2027
$10K ﹤0.01%
2,550
2028
$10K ﹤0.01%
324
2029
$10K ﹤0.01%
165
2030
$10K ﹤0.01%
407
2031
$10K ﹤0.01%
529
2032
$9K ﹤0.01%
325
2033
$9K ﹤0.01%
1,000
2034
$9K ﹤0.01%
80
2035
$9K ﹤0.01%
21
2036
$9K ﹤0.01%
124
2037
$9K ﹤0.01%
135
2038
$9K ﹤0.01%
138
2039
$9K ﹤0.01%
194
2040
$9K ﹤0.01%
1,000
2041
$9K ﹤0.01%
125
2042
$9K ﹤0.01%
168
2043
$9K ﹤0.01%
80
2044
$9K ﹤0.01%
224
2045
$9K ﹤0.01%
634
2046
$9K ﹤0.01%
93
2047
$9K ﹤0.01%
300
2048
$9K ﹤0.01%
334
2049
$9K ﹤0.01%
233
2050
$9K ﹤0.01%
700