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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
2451
$3K ﹤0.01%
30
2452
$3K ﹤0.01%
21
2453
$3K ﹤0.01%
100
2454
$3K ﹤0.01%
181
2455
$3K ﹤0.01%
259
2456
$3K ﹤0.01%
41
2457
$3K ﹤0.01%
74
2458
$2K ﹤0.01%
49
2459
$2K ﹤0.01%
15
2460
$2K ﹤0.01%
50
2461
$2K ﹤0.01%
312
2462
$2K ﹤0.01%
30
2463
$2K ﹤0.01%
65
2464
$2K ﹤0.01%
43
2465
$2K ﹤0.01%
58
2466
$2K ﹤0.01%
6
2467
$2K ﹤0.01%
20
2468
$2K ﹤0.01%
15
2469
$2K ﹤0.01%
133
2470
$2K ﹤0.01%
60
2471
$2K ﹤0.01%
75
2472
$2K ﹤0.01%
33
2473
$2K ﹤0.01%
50
2474
$2K ﹤0.01%
326
2475
$2K ﹤0.01%
117
97 98
99
100 101