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
2026
$11K ﹤0.01%
380
2027
$11K ﹤0.01%
117
2028
$11K ﹤0.01%
159
2029
$11K ﹤0.01%
62
2030
$11K ﹤0.01%
164
2031
$11K ﹤0.01%
1,199
2032
$11K ﹤0.01%
725
2033
$11K ﹤0.01%
112
2034
$10K ﹤0.01%
225
2035
$10K ﹤0.01%
189
2036
$10K ﹤0.01%
1,480
2037
$10K ﹤0.01%
400
2038
$10K ﹤0.01%
535
2039
$10K ﹤0.01%
237
2040
$10K ﹤0.01%
460
2041
$10K ﹤0.01%
584
2042
$10K ﹤0.01%
104
2043
$10K ﹤0.01%
20
2044
$10K ﹤0.01%
210
2045
$10K ﹤0.01%
500
2046
$10K ﹤0.01%
342
2047
$10K ﹤0.01%
47
2048
$10K ﹤0.01%
238
2049
$10K ﹤0.01%
154
2050
$10K ﹤0.01%
333