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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
2276
$4K ﹤0.01%
214
2277
$4K ﹤0.01%
48
2278
$4K ﹤0.01%
218
2279
$4K ﹤0.01%
600
2280
$4K ﹤0.01%
17
2281
$4K ﹤0.01%
102
2282
$4K ﹤0.01%
37
2283
$4K ﹤0.01%
100
2284
$4K ﹤0.01%
77
2285
$4K ﹤0.01%
90
2286
$4K ﹤0.01%
59
2287
$4K ﹤0.01%
36
2288
$4K ﹤0.01%
30
2289
$4K ﹤0.01%
50
2290
$4K ﹤0.01%
84
2291
$4K ﹤0.01%
200
2292
$4K ﹤0.01%
22
2293
$4K ﹤0.01%
20
2294
$4K ﹤0.01%
80
2295
$4K ﹤0.01%
40
2296
$4K ﹤0.01%
1,000
2297
$4K ﹤0.01%
207
2298
$4K ﹤0.01%
5
2299
$4K ﹤0.01%
60
2300
$4K ﹤0.01%
100