Carson Wealth (CWM LLC)

Carson Wealth (CWM LLC) Portfolio holdings

AUM $36.9B
1-Year Est. Return 18.53%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.53%
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
3,010
New
Increased
Reduced
Closed

Top Buys

1 +$9.8M
2 +$8.63M
3 +$3.95M
4
DNB
Dun & Bradstreet
DNB
+$3.13M
5
KLRS
Kalaris Therapeutics
KLRS
+$2.22M

Top Sells

1 +$269M
2 +$24.5M
3 +$484K
4
TREX icon
Trex
TREX
+$216K
5
IAC icon
IAC Inc
IAC
+$113K

Sector Composition

1 Technology 6.48%
2 Healthcare 5.1%
3 Financials 3.68%
4 Industrials 2.74%
5 Consumer Discretionary 2.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2226
$6K ﹤0.01%
125
2227
$6K ﹤0.01%
355
2228
$6K ﹤0.01%
329
2229
$6K ﹤0.01%
85
2230
$6K ﹤0.01%
302
2231
$6K ﹤0.01%
134
2232
$6K ﹤0.01%
34
2233
$6K ﹤0.01%
100
2234
$6K ﹤0.01%
5
2235
$6K ﹤0.01%
67
2236
$6K ﹤0.01%
241
2237
$6K ﹤0.01%
203
2238
$6K ﹤0.01%
500
2239
$6K ﹤0.01%
500
2240
$6K ﹤0.01%
200
2241
$6K ﹤0.01%
187
2242
$6K ﹤0.01%
200
2243
$6K ﹤0.01%
279
2244
$6K ﹤0.01%
60
2245
$6K ﹤0.01%
250
2246
$6K ﹤0.01%
334
2247
$6K ﹤0.01%
76
2248
$6K ﹤0.01%
393
2249
$6K ﹤0.01%
120
2250
$6K ﹤0.01%
53