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
3,055
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
2526
$2K ﹤0.01%
43
2527
$2K ﹤0.01%
30
2528
$2K ﹤0.01%
342
2529
$2K ﹤0.01%
127
2530
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35
2531
$2K ﹤0.01%
111
+105
2532
$2K ﹤0.01%
50
2533
$2K ﹤0.01%
34
2534
$2K ﹤0.01%
7
2535
$2K ﹤0.01%
63
2536
$2K ﹤0.01%
100
2537
$2K ﹤0.01%
438
2538
$2K ﹤0.01%
384
2539
$2K ﹤0.01%
58
2540
$2K ﹤0.01%
6
2541
$2K ﹤0.01%
20
2542
$2K ﹤0.01%
57
2543
$1K ﹤0.01%
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2544
$1K ﹤0.01%
1
2545
$1K ﹤0.01%
40
2546
$1K ﹤0.01%
10
2547
$1K ﹤0.01%
9
2548
$1K ﹤0.01%
23
2549
$1K ﹤0.01%
53
2550
$1K ﹤0.01%
54
100 101
102
103 104