We are live on ! Find out more
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
2551
$1K ﹤0.01%
3
2552
$1K ﹤0.01%
86
2553
$1K ﹤0.01%
100
2554
$1K ﹤0.01%
7
2555
$1K ﹤0.01%
46
2556
$1K ﹤0.01%
4
2557
$1K ﹤0.01%
48
2558
$1K ﹤0.01%
253
2559
$1K ﹤0.01%
57
2560
$1K ﹤0.01%
20
2561
$1K ﹤0.01%
50
2562
$1K ﹤0.01%
5
2563
$1K ﹤0.01%
33
2564
$1K ﹤0.01%
10
2565
$1K ﹤0.01%
9
2566
$1K ﹤0.01%
21
2567
$1K ﹤0.01%
60
2568
$1K ﹤0.01%
18
2569
$1K ﹤0.01%
48
2570
$1K ﹤0.01%
30
2571
$1K ﹤0.01%
9
2572
0
2573
$1K ﹤0.01%
27
2574
$1K ﹤0.01%
28
2575
$1K ﹤0.01%
27