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
2851
$1K ﹤0.01%
50
2852
$1K ﹤0.01%
5
2853
$1K ﹤0.01%
33
2854
$1K ﹤0.01%
10
2855
$1K ﹤0.01%
41
2856
$1K ﹤0.01%
14
2857
$1K ﹤0.01%
62
2858
$1K ﹤0.01%
29
2859
$1K ﹤0.01%
25
2860
$1K ﹤0.01%
37
2861
$1K ﹤0.01%
3
2862
$1K ﹤0.01%
18
2863
$1K ﹤0.01%
16
2864
$1K ﹤0.01%
10
2865
$1K ﹤0.01%
17
2866
$1K ﹤0.01%
227
2867
$1K ﹤0.01%
34
2868
$1K ﹤0.01%
50
2869
$1K ﹤0.01%
19
2870
$1K ﹤0.01%
14
2871
0
2872
$1K ﹤0.01%
44
2873
$1K ﹤0.01%
111
2874
$0 ﹤0.01%
12
2875
$0 ﹤0.01%
9