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
3,053
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
IAC icon
IAC Inc
IAC
+$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
2076
$10K ﹤0.01%
407
2077
$10K ﹤0.01%
704
2078
$10K ﹤0.01%
70
2079
$10K ﹤0.01%
+998
2080
$10K ﹤0.01%
529
2081
$9K ﹤0.01%
1,150
2082
$9K ﹤0.01%
581
2083
$9K ﹤0.01%
87
2084
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309
2085
$9K ﹤0.01%
602
2086
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187
2087
$9K ﹤0.01%
334
2088
$9K ﹤0.01%
233
2089
$9K ﹤0.01%
700
2090
$9K ﹤0.01%
113
2091
$9K ﹤0.01%
269
2092
$9K ﹤0.01%
234
2093
$9K ﹤0.01%
330
2094
$9K ﹤0.01%
200
2095
$9K ﹤0.01%
426
2096
$9K ﹤0.01%
138
2097
$9K ﹤0.01%
325
2098
$9K ﹤0.01%
1,000
2099
$9K ﹤0.01%
80
2100
$9K ﹤0.01%
21