Carson Wealth (CWM LLC)

Carson Wealth (CWM LLC) Portfolio holdings

AUM $36.9B
1-Year Est. Return 18.53%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.53%
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
5
TR icon
Tootsie Roll Industries
TR
+$29

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
2401
$3K ﹤0.01%
25
2402
$3K ﹤0.01%
147
2403
$3K ﹤0.01%
106
2404
$3K ﹤0.01%
+104
2405
$3K ﹤0.01%
194
2406
$3K ﹤0.01%
75
2407
$3K ﹤0.01%
65
2408
$3K ﹤0.01%
52
2409
$3K ﹤0.01%
650
2410
$3K ﹤0.01%
100
2411
$3K ﹤0.01%
100
2412
$3K ﹤0.01%
165
2413
$3K ﹤0.01%
65
2414
$3K ﹤0.01%
90
2415
$3K ﹤0.01%
55
2416
$3K ﹤0.01%
90
2417
$3K ﹤0.01%
201
2418
$3K ﹤0.01%
54
2419
$3K ﹤0.01%
16
2420
$3K ﹤0.01%
50
2421
$3K ﹤0.01%
52
2422
$3K ﹤0.01%
26
2423
$3K ﹤0.01%
289
2424
$3K ﹤0.01%
325
2425
$3K ﹤0.01%
75