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
1101
$109K ﹤0.01%
561
1102
$109K ﹤0.01%
2,149
1103
$109K ﹤0.01%
531
1104
$109K ﹤0.01%
3,011
1105
$108K ﹤0.01%
5,160
1106
$108K ﹤0.01%
2,356
1107
$108K ﹤0.01%
768
1108
$108K ﹤0.01%
4,152
1109
$107K ﹤0.01%
1,207
1110
$107K ﹤0.01%
3,902
1111
$107K ﹤0.01%
1,743
1112
$106K ﹤0.01%
5,225
1113
$106K ﹤0.01%
3,852
1114
$106K ﹤0.01%
344
1115
$106K ﹤0.01%
1,286
1116
$105K ﹤0.01%
1,641
1117
$104K ﹤0.01%
877
1118
$104K ﹤0.01%
7,592
1119
$104K ﹤0.01%
1,302
1120
$103K ﹤0.01%
989
1121
$103K ﹤0.01%
1,617
1122
$103K ﹤0.01%
3,375
1123
$103K ﹤0.01%
1,764
1124
$103K ﹤0.01%
3,400
1125
$103K ﹤0.01%
1,104
43 44
45
46 47