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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
2401
$3K ﹤0.01%
38
2402
$3K ﹤0.01%
192
2403
$3K ﹤0.01%
1,050
2404
$3K ﹤0.01%
67
2405
$3K ﹤0.01%
17
2406
$3K ﹤0.01%
510
2407
$3K ﹤0.01%
50
2408
$3K ﹤0.01%
101
2409
$3K ﹤0.01%
85
2410
$3K ﹤0.01%
62
2411
$3K ﹤0.01%
114
2412
$3K ﹤0.01%
156
2413
$3K ﹤0.01%
34
2414
$3K ﹤0.01%
30
2415
$3K ﹤0.01%
179
2416
$3K ﹤0.01%
104
2417
$3K ﹤0.01%
96
2418
$3K ﹤0.01%
101
2419
$3K ﹤0.01%
160
2420
$3K ﹤0.01%
135
2421
$3K ﹤0.01%
197
2422
$3K ﹤0.01%
453
2423
$3K ﹤0.01%
140
2424
$3K ﹤0.01%
300
2425
$3K ﹤0.01%
100