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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
2376
$3K ﹤0.01%
194
2377
$3K ﹤0.01%
1,000
2378
$3K ﹤0.01%
91
2379
$3K ﹤0.01%
65
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$3K ﹤0.01%
52
2381
$3K ﹤0.01%
650
2382
$3K ﹤0.01%
100
2383
$3K ﹤0.01%
100
2384
$3K ﹤0.01%
165
2385
$3K ﹤0.01%
65
2386
$3K ﹤0.01%
735
2387
$3K ﹤0.01%
42
2388
$3K ﹤0.01%
133
2389
$3K ﹤0.01%
30
2390
$3K ﹤0.01%
200
2391
$3K ﹤0.01%
59
2392
$3K ﹤0.01%
90
2393
$3K ﹤0.01%
55
2394
$3K ﹤0.01%
90
2395
$3K ﹤0.01%
201
2396
$3K ﹤0.01%
54
2397
$3K ﹤0.01%
16
2398
$3K ﹤0.01%
50
2399
$3K ﹤0.01%
289
2400
$3K ﹤0.01%
325