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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
3,053
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
2276
$5K ﹤0.01%
90
2277
$5K ﹤0.01%
790
2278
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144
2279
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219
2280
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400
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41
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2286
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$5K ﹤0.01%
+382
2289
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2291
$5K ﹤0.01%
100
2292
$5K ﹤0.01%
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2293
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$5K ﹤0.01%
660
+594
2296
$5K ﹤0.01%
600
2297
$5K ﹤0.01%
70
2298
$5K ﹤0.01%
72
2299
$5K ﹤0.01%
200
2300
$5K ﹤0.01%
61