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
3,053
New
Increased
Reduced
Closed

Top Buys

1 +$16M
2 +$12.4M
3 +$3.72M
4
NKTX icon
Nkarta
NKTX
+$3.67M
5
KLRS
Kalaris Therapeutics
KLRS
+$3.34M

Top Sells

1 +$215M
2 +$12.8M
3 +$464K
4
TREX icon
Trex
TREX
+$146K
5
IAC icon
IAC Inc
IAC
+$91.9K

Sector Composition

1 Technology 6.48%
2 Healthcare 5.1%
3 Financials 3.68%
4 Industrials 2.74%
5 Consumer Discretionary 2.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2401
$4K ﹤0.01%
56
2402
$4K ﹤0.01%
81
2403
$4K ﹤0.01%
500
2404
$4K ﹤0.01%
300
2405
$4K ﹤0.01%
340
2406
$4K ﹤0.01%
640
2407
$4K ﹤0.01%
112
2408
$4K ﹤0.01%
27
2409
$4K ﹤0.01%
116
2410
$3K ﹤0.01%
34
2411
$3K ﹤0.01%
777
2412
$3K ﹤0.01%
33
2413
$3K ﹤0.01%
135
2414
$3K ﹤0.01%
102
2415
$3K ﹤0.01%
41
2416
$3K ﹤0.01%
16
2417
$3K ﹤0.01%
50
2418
$3K ﹤0.01%
35
2419
$3K ﹤0.01%
22
2420
$3K ﹤0.01%
15
2421
$3K ﹤0.01%
160
2422
$3K ﹤0.01%
135
2423
$3K ﹤0.01%
197
2424
$3K ﹤0.01%
453
2425
$3K ﹤0.01%
16