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
2076
$8K ﹤0.01%
442
2077
$8K ﹤0.01%
500
2078
$8K ﹤0.01%
122
2079
$8K ﹤0.01%
201
2080
$8K ﹤0.01%
86
2081
$8K ﹤0.01%
121
2082
$8K ﹤0.01%
626
2083
$8K ﹤0.01%
178
2084
$8K ﹤0.01%
454
2085
$8K ﹤0.01%
221
2086
$8K ﹤0.01%
79
2087
$8K ﹤0.01%
66
2088
$8K ﹤0.01%
420
2089
$8K ﹤0.01%
453
2090
$8K ﹤0.01%
109
2091
$8K ﹤0.01%
521
2092
$8K ﹤0.01%
147
2093
$8K ﹤0.01%
301
2094
$8K ﹤0.01%
390
2095
$8K ﹤0.01%
2
2096
$8K ﹤0.01%
100
2097
$8K ﹤0.01%
656
2098
$8K ﹤0.01%
603
2099
$8K ﹤0.01%
200
2100
$8K ﹤0.01%
32