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
3,010
New
Increased
Reduced
Closed

Top Buys

1
+$55.7M
2
+$765K
3
+$675K
4
CURI icon
CuriosityStream
CURI
+$104K
5
ONEM
1Life Healthcare
ONEM
+$31K

Top Sells

1
+$8.61M
2
+$18K
3
+$11K
4
BIP icon
Brookfield Infrastructure Partners
BIP
+$6.83K
5
BBBY
Bed Bath & Beyond
BBBY
+$2.28K

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%
200
2452
$3K ﹤0.01%
101
2453
$3K ﹤0.01%
62
2454
$3K ﹤0.01%
114
2455
$3K ﹤0.01%
34
2456
$3K ﹤0.01%
170
2457
$3K ﹤0.01%
30
2458
$2K ﹤0.01%
43
2459
$2K ﹤0.01%
35
2460
$2K ﹤0.01%
576
2461
$2K ﹤0.01%
24
2462
$2K ﹤0.01%
114
2463
$2K ﹤0.01%
20
2464
$2K ﹤0.01%
49
2465
$2K ﹤0.01%
15
2466
$2K ﹤0.01%
50
2467
$2K ﹤0.01%
65
2468
$2K ﹤0.01%
43
2469
$2K ﹤0.01%
58
2470
$2K ﹤0.01%
6
2471
$2K ﹤0.01%
15
2472
$2K ﹤0.01%
133
2473
$2K ﹤0.01%
60
2474
$2K ﹤0.01%
75
2475
$2K ﹤0.01%
33
97 98
99
100 101