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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
926
$157K ﹤0.01%
4,708
927
$157K ﹤0.01%
2,652
928
$156K ﹤0.01%
1,690
929
$156K ﹤0.01%
8,441
930
$155K ﹤0.01%
6,953
931
$155K ﹤0.01%
5,206
932
$155K ﹤0.01%
685
933
$154K ﹤0.01%
5,838
934
$154K ﹤0.01%
1,616
935
$154K ﹤0.01%
711
936
$154K ﹤0.01%
3,000
937
$153K ﹤0.01%
7,213
938
$152K ﹤0.01%
5,191
939
$151K ﹤0.01%
929
940
$151K ﹤0.01%
1,103
941
$150K ﹤0.01%
1,080
942
$149K ﹤0.01%
1,848
943
$149K ﹤0.01%
6,584
944
$149K ﹤0.01%
15,003
945
$148K ﹤0.01%
9,352
946
$146K ﹤0.01%
2,297
947
$146K ﹤0.01%
3,630
948
$146K ﹤0.01%
33,550
949
$146K ﹤0.01%
610
950
$145K ﹤0.01%
954
36 37
38
39 40