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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
2151
$7K ﹤0.01%
254
2152
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2153
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2154
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95
2155
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2156
$7K ﹤0.01%
239
2157
$7K ﹤0.01%
49
2158
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500
2159
$7K ﹤0.01%
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2160
$7K ﹤0.01%
244
2161
$7K ﹤0.01%
200
2162
$6K ﹤0.01%
200
2163
$6K ﹤0.01%
223
2164
$6K ﹤0.01%
54
2165
$6K ﹤0.01%
125
2166
$6K ﹤0.01%
355
2167
$6K ﹤0.01%
329
2168
$6K ﹤0.01%
85
2169
$6K ﹤0.01%
302
2170
$6K ﹤0.01%
134
2171
$6K ﹤0.01%
34
2172
$6K ﹤0.01%
100
2173
$6K ﹤0.01%
5
2174
$6K ﹤0.01%
67
2175
$6K ﹤0.01%
393