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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
3,053
New
Increased
Reduced
Closed

Top Buys

1 +$16M
2 +$12.4M
3 +$3.72M
4
NKTX icon
Nkarta
NKTX
+$3.67M
5
KLRS
Kalaris Therapeutics
KLRS
+$3.34M

Top Sells

1 +$215M
2 +$12.8M
3 +$464K
4
TREX icon
Trex
TREX
+$146K
5
PPLI
People Inc
PPLI
+$91.9K

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
2051
$10K ﹤0.01%
342
2052
$10K ﹤0.01%
47
2053
$10K ﹤0.01%
238
2054
$10K ﹤0.01%
154
2055
$10K ﹤0.01%
333
2056
$10K ﹤0.01%
322
2057
$10K ﹤0.01%
111
2058
$10K ﹤0.01%
287
2059
$10K ﹤0.01%
2,613
2060
$10K ﹤0.01%
81
2061
$10K ﹤0.01%
121
2062
$10K ﹤0.01%
+300
2063
$10K ﹤0.01%
56
2064
$10K ﹤0.01%
462
2065
$10K ﹤0.01%
72
2066
$10K ﹤0.01%
196
2067
$10K ﹤0.01%
2,550
2068
$10K ﹤0.01%
324
2069
$10K ﹤0.01%
165
2070
$10K ﹤0.01%
407
2071
$10K ﹤0.01%
704
2072
$10K ﹤0.01%
70
2073
$10K ﹤0.01%
+998
2074
$10K ﹤0.01%
529
2075
$10K ﹤0.01%
253