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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
2426
$3K ﹤0.01%
170
2427
$3K ﹤0.01%
170
2428
$3K ﹤0.01%
322
2429
$3K ﹤0.01%
14
2430
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181
2431
$3K ﹤0.01%
21
2432
$3K ﹤0.01%
43
2433
$3K ﹤0.01%
900
2434
$3K ﹤0.01%
90
2435
$3K ﹤0.01%
53
2436
$3K ﹤0.01%
200
2437
$3K ﹤0.01%
30
2438
$3K ﹤0.01%
80
2439
$3K ﹤0.01%
65
2440
$3K ﹤0.01%
35
2441
$3K ﹤0.01%
22
2442
$3K ﹤0.01%
52
2443
$3K ﹤0.01%
26
2444
$3K ﹤0.01%
50
2445
$3K ﹤0.01%
29
2446
$3K ﹤0.01%
33
2447
$3K ﹤0.01%
34
2448
$3K ﹤0.01%
75
2449
$3K ﹤0.01%
75
2450
$3K ﹤0.01%
15