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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
2301
$4K ﹤0.01%
528
2302
$4K ﹤0.01%
181
2303
$4K ﹤0.01%
21
2304
$4K ﹤0.01%
52
2305
$4K ﹤0.01%
83
2306
$4K ﹤0.01%
79
2307
$4K ﹤0.01%
130
2308
$4K ﹤0.01%
136
2309
$4K ﹤0.01%
52
2310
$4K ﹤0.01%
60
2311
$4K ﹤0.01%
168
2312
$4K ﹤0.01%
76
2313
$4K ﹤0.01%
102
2314
$4K ﹤0.01%
57
2315
$4K ﹤0.01%
82
2316
$4K ﹤0.01%
33
2317
$4K ﹤0.01%
400
2318
$4K ﹤0.01%
135
2319
$4K ﹤0.01%
36
2320
$4K ﹤0.01%
56
2321
$4K ﹤0.01%
81
2322
$4K ﹤0.01%
119
2323
$4K ﹤0.01%
200
2324
$4K ﹤0.01%
30
2325
$4K ﹤0.01%
128