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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
2176
$6K ﹤0.01%
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2177
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2178
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2179
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2180
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26
2181
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2182
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2183
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5
2184
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2186
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22
2187
$6K ﹤0.01%
676
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$6K ﹤0.01%
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202
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203
+183
2191
$6K ﹤0.01%
500
2192
$6K ﹤0.01%
500
2193
$6K ﹤0.01%
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2194
$6K ﹤0.01%
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2195
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279
2196
$6K ﹤0.01%
606
2197
$6K ﹤0.01%
101
2198
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282
2199
$6K ﹤0.01%
404
2200
$6K ﹤0.01%
34