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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
2501
$2K ﹤0.01%
25
2502
$2K ﹤0.01%
20
2503
$2K ﹤0.01%
134
2504
$2K ﹤0.01%
43
2505
$2K ﹤0.01%
30
2506
$2K ﹤0.01%
342
2507
$2K ﹤0.01%
127
2508
$2K ﹤0.01%
35
2509
$2K ﹤0.01%
111
+105
2510
$2K ﹤0.01%
50
2511
$2K ﹤0.01%
34
2512
$2K ﹤0.01%
7
2513
$2K ﹤0.01%
63
2514
$2K ﹤0.01%
100
2515
$2K ﹤0.01%
438
2516
$2K ﹤0.01%
384
2517
$2K ﹤0.01%
32
2518
$2K ﹤0.01%
78
2519
$2K ﹤0.01%
312
+54
2520
$2K ﹤0.01%
88
2521
$2K ﹤0.01%
124
2522
$2K ﹤0.01%
188
2523
$2K ﹤0.01%
86
2524
$2K ﹤0.01%
58
2525
$2K ﹤0.01%
6
99 100
101
102 103