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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
3,026
New
Increased
Reduced
Closed

Top Buys

1 +$38.4M
2 +$562K
3 +$555K
4
CURI icon
CuriosityStream
CURI
+$74.9K
5
ONEM
1Life Healthcare
ONEM
+$20.6K

Top Sells

1 +$7.11M
2 +$5.71K
3 +$5.38K
4
BBBY
Bed Bath & Beyond
BBBY
+$163

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
2101
$8K ﹤0.01%
12
2102
$8K ﹤0.01%
797
2103
$8K ﹤0.01%
15
2104
$8K ﹤0.01%
300
2105
$8K ﹤0.01%
400
2106
$8K ﹤0.01%
278
2107
$8K ﹤0.01%
150
2108
$8K ﹤0.01%
23
2109
$8K ﹤0.01%
700
2110
$8K ﹤0.01%
1,007
2111
$8K ﹤0.01%
2,794
2112
$8K ﹤0.01%
221
2113
$8K ﹤0.01%
79
2114
$8K ﹤0.01%
66
2115
$8K ﹤0.01%
420
2116
$7K ﹤0.01%
1,965
2117
$7K ﹤0.01%
500
2118
$7K ﹤0.01%
112
2119
$7K ﹤0.01%
149
2120
$7K ﹤0.01%
400
2121
$7K ﹤0.01%
700
2122
$7K ﹤0.01%
88
2123
$7K ﹤0.01%
35
2124
$7K ﹤0.01%
103
2125
$7K ﹤0.01%
579