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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
2526
$2K ﹤0.01%
20
2527
$2K ﹤0.01%
450
2528
$2K ﹤0.01%
21
2529
$2K ﹤0.01%
50
2530
$2K ﹤0.01%
65
2531
$2K ﹤0.01%
43
2532
$2K ﹤0.01%
15
2533
$2K ﹤0.01%
133
2534
$2K ﹤0.01%
60
2535
$2K ﹤0.01%
75
2536
$2K ﹤0.01%
34
2537
$2K ﹤0.01%
295
2538
$2K ﹤0.01%
7
2539
$2K ﹤0.01%
22
2540
$2K ﹤0.01%
+209
2541
$2K ﹤0.01%
197
2542
$2K ﹤0.01%
43
2543
$1K ﹤0.01%
23
2544
$1K ﹤0.01%
53
2545
$1K ﹤0.01%
54
2546
$1K ﹤0.01%
10
2547
$1K ﹤0.01%
19
2548
$1K ﹤0.01%
26
2549
$1K ﹤0.01%
10
2550
$1K ﹤0.01%
10
100 101
102
103 104