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
2651
$1K ﹤0.01%
50
2652
$1K ﹤0.01%
49
2653
$1K ﹤0.01%
5
2654
$1K ﹤0.01%
+29
2655
$1K ﹤0.01%
74
2656
$1K ﹤0.01%
43
2657
0
2658
$1K ﹤0.01%
33
2659
$1K ﹤0.01%
52
2660
$1K ﹤0.01%
20
2661
$1K ﹤0.01%
50
2662
$1K ﹤0.01%
5
2663
$1K ﹤0.01%
33
2664
$1K ﹤0.01%
10
2665
$1K ﹤0.01%
41
2666
$1K ﹤0.01%
14
2667
$1K ﹤0.01%
62
2668
$1K ﹤0.01%
29
2669
$1K ﹤0.01%
25
2670
$1K ﹤0.01%
37
2671
$1K ﹤0.01%
3
2672
$1K ﹤0.01%
18
2673
0
2674
$1K ﹤0.01%
44
2675
$1K ﹤0.01%
111