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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
2626
$1K ﹤0.01%
6
2627
$1K ﹤0.01%
16
2628
$1K ﹤0.01%
11
2629
$1K ﹤0.01%
77
2630
$1K ﹤0.01%
8
2631
$1K ﹤0.01%
49
2632
$1K ﹤0.01%
5
2633
$1K ﹤0.01%
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2634
$1K ﹤0.01%
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2635
$1K ﹤0.01%
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2636
$1K ﹤0.01%
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2637
$1K ﹤0.01%
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2638
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2639
$1K ﹤0.01%
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2640
$1K ﹤0.01%
75
2641
$1K ﹤0.01%
14
2642
$1K ﹤0.01%
74
2643
$1K ﹤0.01%
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2644
0
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$1K ﹤0.01%
13
2646
$1K ﹤0.01%
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2647
$1K ﹤0.01%
33
2648
$1K ﹤0.01%
52
2649
$1K ﹤0.01%
41
2650
$1K ﹤0.01%
14