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
2051
$9K ﹤0.01%
113
2052
$9K ﹤0.01%
269
2053
$9K ﹤0.01%
234
2054
$9K ﹤0.01%
330
2055
$9K ﹤0.01%
200
2056
$9K ﹤0.01%
426
2057
$9K ﹤0.01%
138
2058
$9K ﹤0.01%
87
2059
$9K ﹤0.01%
309
2060
$9K ﹤0.01%
602
2061
$9K ﹤0.01%
187
2062
$9K ﹤0.01%
1,150
2063
$9K ﹤0.01%
581
2064
$8K ﹤0.01%
188
2065
$8K ﹤0.01%
174
2066
$8K ﹤0.01%
175
2067
$8K ﹤0.01%
117
2068
$8K ﹤0.01%
113
2069
$8K ﹤0.01%
108
2070
$8K ﹤0.01%
462
2071
$8K ﹤0.01%
250
2072
$8K ﹤0.01%
100
2073
$8K ﹤0.01%
269
2074
$8K ﹤0.01%
50
2075
$8K ﹤0.01%
225