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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
2251
$5K ﹤0.01%
72
2252
$5K ﹤0.01%
200
2253
$5K ﹤0.01%
384
2254
$5K ﹤0.01%
500
2255
$5K ﹤0.01%
477
2256
$5K ﹤0.01%
85
2257
$5K ﹤0.01%
93
2258
$5K ﹤0.01%
34
2259
$5K ﹤0.01%
32
2260
$5K ﹤0.01%
101
2261
$5K ﹤0.01%
100
2262
$5K ﹤0.01%
78
2263
$5K ﹤0.01%
16
2264
$5K ﹤0.01%
61
2265
$5K ﹤0.01%
210
2266
$5K ﹤0.01%
234
2267
$5K ﹤0.01%
26
2268
$5K ﹤0.01%
300
2269
$5K ﹤0.01%
36
2270
$5K ﹤0.01%
+100
2271
$4K ﹤0.01%
19
2272
$4K ﹤0.01%
152
2273
$4K ﹤0.01%
138
2274
$4K ﹤0.01%
+75
2275
$4K ﹤0.01%
21