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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
2226
$5K ﹤0.01%
219
2227
$5K ﹤0.01%
400
2228
$5K ﹤0.01%
687
2229
$5K ﹤0.01%
400
2230
$5K ﹤0.01%
111
2231
$5K ﹤0.01%
41
2232
$5K ﹤0.01%
43
2233
$5K ﹤0.01%
321
2234
$5K ﹤0.01%
575
2235
$5K ﹤0.01%
180
2236
$5K ﹤0.01%
91
2237
$5K ﹤0.01%
205
2238
$5K ﹤0.01%
139
2239
$5K ﹤0.01%
2,048
2240
$5K ﹤0.01%
300
2241
$5K ﹤0.01%
324
2242
$5K ﹤0.01%
300
2243
$5K ﹤0.01%
125
2244
$5K ﹤0.01%
100
2245
$5K ﹤0.01%
796
2246
$5K ﹤0.01%
94
2247
$5K ﹤0.01%
112
2248
$5K ﹤0.01%
66
2249
$5K ﹤0.01%
600
2250
$5K ﹤0.01%
70