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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
2126
$7K ﹤0.01%
139
2127
$7K ﹤0.01%
52
2128
$7K ﹤0.01%
541
2129
$7K ﹤0.01%
143
2130
$7K ﹤0.01%
175
2131
$7K ﹤0.01%
162
2132
$7K ﹤0.01%
11
2133
$7K ﹤0.01%
450
2134
$7K ﹤0.01%
416
2135
$7K ﹤0.01%
119
2136
$7K ﹤0.01%
291
2137
$7K ﹤0.01%
3
2138
$7K ﹤0.01%
203
2139
$7K ﹤0.01%
800
2140
$7K ﹤0.01%
152
2141
$7K ﹤0.01%
69
2142
$7K ﹤0.01%
84
2143
$7K ﹤0.01%
156
2144
$7K ﹤0.01%
435
2145
$7K ﹤0.01%
34
2146
$7K ﹤0.01%
101
2147
$7K ﹤0.01%
98
2148
$7K ﹤0.01%
320
2149
$7K ﹤0.01%
688
2150
$7K ﹤0.01%
500