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
2026
$10K ﹤0.01%
407
2027
$10K ﹤0.01%
535
2028
$10K ﹤0.01%
704
2029
$10K ﹤0.01%
253
2030
$10K ﹤0.01%
70
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