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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
3,055
New
Increased
Reduced
Closed

Top Buys

1
+$10.3M
2
+$5.19M
3
+$4.6M
4
PINS icon
Pinterest
PINS
+$3.53M
5
FSLY icon
Fastly Inc
FSLY
+$2.52M

Top Sells

1
+$5.87M
2
+$942K
3
+$869K
4
FAST icon
Fastenal
FAST
+$89.8K
5
VFC icon
VF Corp
VFC
+$35.5K

Sector Composition

1 Technology 6.37%
2 Healthcare 4.87%
3 Financials 3.56%
4 Industrials 2.73%
5 Consumer Discretionary 2.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2476
$2K ﹤0.01%
75
2477
$2K ﹤0.01%
112
2478
$2K ﹤0.01%
8
2479
$2K ﹤0.01%
+60
2480
$2K ﹤0.01%
50
2481
$2K ﹤0.01%
31
2482
$2K ﹤0.01%
57
2483
$2K ﹤0.01%
8
2484
$2K ﹤0.01%
1,207
2485
$2K ﹤0.01%
30
2486
$2K ﹤0.01%
41
2487
$2K ﹤0.01%
20
2488
$2K ﹤0.01%
81
2489
$2K ﹤0.01%
100
2490
$2K ﹤0.01%
46
2491
$2K ﹤0.01%
576
2492
$2K ﹤0.01%
12
2493
$2K ﹤0.01%
71
2494
$2K ﹤0.01%
+54
2495
$2K ﹤0.01%
82
2496
$2K ﹤0.01%
40
2497
$2K ﹤0.01%
66
2498
$2K ﹤0.01%
45
2499
$2K ﹤0.01%
21
2500
$2K ﹤0.01%
56
98 99
100
101 102