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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
2201
$6K ﹤0.01%
200
2202
$6K ﹤0.01%
84
2203
$6K ﹤0.01%
11
2204
$6K ﹤0.01%
136
2205
$6K ﹤0.01%
105
2206
$6K ﹤0.01%
191
2207
$6K ﹤0.01%
241
2208
$6K ﹤0.01%
60
2209
$6K ﹤0.01%
40
2210
$6K ﹤0.01%
60
2211
$6K ﹤0.01%
250
2212
$6K ﹤0.01%
334
2213
$6K ﹤0.01%
76
2214
$5K ﹤0.01%
602
2215
$5K ﹤0.01%
128
2216
$5K ﹤0.01%
467
2217
$5K ﹤0.01%
1,000
2218
$5K ﹤0.01%
26
2219
$5K ﹤0.01%
137
2220
$5K ﹤0.01%
200
2221
$5K ﹤0.01%
111
2222
$5K ﹤0.01%
200
2223
$5K ﹤0.01%
90
2224
$5K ﹤0.01%
790
2225
$5K ﹤0.01%
144