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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
2351
$4K ﹤0.01%
40
2352
$4K ﹤0.01%
100
2353
$4K ﹤0.01%
263
2354
$4K ﹤0.01%
157
2355
$3K ﹤0.01%
16
2356
$3K ﹤0.01%
174
2357
$3K ﹤0.01%
15
2358
$3K ﹤0.01%
91
2359
$3K ﹤0.01%
34
2360
$3K ﹤0.01%
855
2361
$3K ﹤0.01%
535
2362
$3K ﹤0.01%
37
2363
$3K ﹤0.01%
33
2364
$3K ﹤0.01%
206
2365
$3K ﹤0.01%
135
2366
$3K ﹤0.01%
102
2367
$3K ﹤0.01%
41
2368
$3K ﹤0.01%
98
2369
$3K ﹤0.01%
77
2370
$3K ﹤0.01%
35
2371
$3K ﹤0.01%
109
2372
$3K ﹤0.01%
25
2373
$3K ﹤0.01%
147
2374
$3K ﹤0.01%
106
2375
$3K ﹤0.01%
+104