Carson Wealth (CWM LLC)

Carson Wealth (CWM LLC) Portfolio holdings

AUM $33.2B
1-Year Est. Return 16.13%
This Quarter Est. Return
1 Year Est. Return
+16.13%
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
3,010
New
Increased
Reduced
Closed

Top Buys

1
+$213K
2
+$127K
3
+$31.4K
4
MARA icon
Marathon Digital Holdings
MARA
+$30.8K
5
FCEL icon
FuelCell Energy
FCEL
+$11K

Top Sells

1
+$6.04M
2
+$1.54M
3
+$937K
4
FAST icon
Fastenal
FAST
+$142K
5
VFC icon
VF Corp
VFC
+$33.8K

Sector Composition

1 Technology 6.48%
2 Healthcare 5.1%
3 Financials 3.69%
4 Industrials 2.75%
5 Consumer Discretionary 2.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2601
$2K ﹤0.01%
326
2602
$2K ﹤0.01%
117
2603
$2K ﹤0.01%
38
2604
$2K ﹤0.01%
24
2605
$2K ﹤0.01%
114
2606
$2K ﹤0.01%
182
2607
– –
0
2608
$2K ﹤0.01%
41
2609
$2K ﹤0.01%
65
2610
$2K ﹤0.01%
16
2611
$2K ﹤0.01%
80
2612
$2K ﹤0.01%
500
2613
$2K ﹤0.01%
60
2614
$2K ﹤0.01%
63
2615
$2K ﹤0.01%
128
2616
$2K ﹤0.01%
90
2617
$2K ﹤0.01%
259
2618
$2K ﹤0.01%
60
2619
$2K ﹤0.01%
145
2620
$2K ﹤0.01%
37
2621
$2K ﹤0.01%
21
2622
$2K ﹤0.01%
300
2623
$2K ﹤0.01%
48
2624
– –
0
2625
$2K ﹤0.01%
74
103 104
105
106 107