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
2426
$3K ﹤0.01%
15
2427
$3K ﹤0.01%
30
2428
$3K ﹤0.01%
21
2429
$3K ﹤0.01%
65
2430
$3K ﹤0.01%
38
2431
$3K ﹤0.01%
192
2432
$3K ﹤0.01%
1,050
2433
$3K ﹤0.01%
67
2434
$3K ﹤0.01%
17
2435
$3K ﹤0.01%
510
2436
$3K ﹤0.01%
50
2437
$3K ﹤0.01%
85
2438
$3K ﹤0.01%
156
2439
$3K ﹤0.01%
30
2440
$3K ﹤0.01%
179
2441
$3K ﹤0.01%
104
2442
$3K ﹤0.01%
96
2443
$3K ﹤0.01%
101
2444
$3K ﹤0.01%
160
2445
$3K ﹤0.01%
135
2446
$3K ﹤0.01%
197
2447
$3K ﹤0.01%
453
2448
$3K ﹤0.01%
16
2449
$3K ﹤0.01%
174
2450
$3K ﹤0.01%
140