We are live on ! Find out more
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
3,053
New
Increased
Reduced
Closed

Top Buys

1 +$16M
2 +$12.4M
3 +$3.72M
4
NKTX icon
Nkarta
NKTX
+$3.67M
5
KLRS
Kalaris Therapeutics
KLRS
+$3.34M

Top Sells

1 +$215M
2 +$12.8M
3 +$464K
4
TREX icon
Trex
TREX
+$146K
5
PPLI
People Inc
PPLI
+$91.9K

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
2251
$6K ﹤0.01%
676
2252
$6K ﹤0.01%
147
2253
$6K ﹤0.01%
202
2254
$6K ﹤0.01%
200
2255
$6K ﹤0.01%
187
2256
$6K ﹤0.01%
54
2257
$6K ﹤0.01%
125
2258
$6K ﹤0.01%
355
2259
$6K ﹤0.01%
329
2260
$6K ﹤0.01%
334
2261
$6K ﹤0.01%
76
2262
$6K ﹤0.01%
393
2263
$6K ﹤0.01%
120
2264
$6K ﹤0.01%
53
2265
$5K ﹤0.01%
602
2266
$5K ﹤0.01%
128
2267
$5K ﹤0.01%
467
2268
$5K ﹤0.01%
1,000
2269
$5K ﹤0.01%
+84
2270
$5K ﹤0.01%
26
2271
$5K ﹤0.01%
137
2272
$5K ﹤0.01%
200
2273
$5K ﹤0.01%
111
2274
$5K ﹤0.01%
200
2275
$5K ﹤0.01%
+81