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%
27
2652
$1K ﹤0.01%
40
2653
$1K ﹤0.01%
12
2654
– –
0
2655
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78
2656
$1K ﹤0.01%
54
2657
$1K ﹤0.01%
150
2658
$1K ﹤0.01%
+103
2659
$1K ﹤0.01%
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2660
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2661
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1
2662
$1K ﹤0.01%
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2663
$1K ﹤0.01%
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2664
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2665
$1K ﹤0.01%
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2666
$1K ﹤0.01%
11
2667
$1K ﹤0.01%
40
2668
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2669
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2670
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2671
$1K ﹤0.01%
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2672
$1K ﹤0.01%
20
2673
$1K ﹤0.01%
36
2674
$1K ﹤0.01%
18
2675
$1K ﹤0.01%
48
105 106
107
108 109