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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
2326
$4K ﹤0.01%
90
2327
$4K ﹤0.01%
13
2328
$4K ﹤0.01%
300
2329
$4K ﹤0.01%
340
2330
$4K ﹤0.01%
640
2331
$4K ﹤0.01%
112
2332
$4K ﹤0.01%
27
2333
$4K ﹤0.01%
116
2334
$4K ﹤0.01%
171
2335
$4K ﹤0.01%
38
2336
$4K ﹤0.01%
50
2337
$4K ﹤0.01%
32
2338
$4K ﹤0.01%
171
2339
$4K ﹤0.01%
165
2340
$4K ﹤0.01%
105
2341
$4K ﹤0.01%
40
2342
$4K ﹤0.01%
39
2343
$4K ﹤0.01%
158
2344
$4K ﹤0.01%
60
2345
$4K ﹤0.01%
64
2346
$4K ﹤0.01%
21
2347
$4K ﹤0.01%
14
2348
$4K ﹤0.01%
282
2349
$4K ﹤0.01%
670
2350
$4K ﹤0.01%
+500