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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
1251
$58K ﹤0.01%
5,489
1252
$58K ﹤0.01%
319
1253
$58K ﹤0.01%
602
1254
$57K ﹤0.01%
5,635
1255
$57K ﹤0.01%
1,719
1256
$57K ﹤0.01%
1,251
1257
$57K ﹤0.01%
1,269
1258
$57K ﹤0.01%
3,881
1259
$57K ﹤0.01%
649
1260
$57K ﹤0.01%
341
1261
$57K ﹤0.01%
126
1262
$57K ﹤0.01%
2,285
1263
$57K ﹤0.01%
157
1264
$57K ﹤0.01%
625
1265
$57K ﹤0.01%
3,724
1266
$56K ﹤0.01%
152
1267
$56K ﹤0.01%
934
1268
$56K ﹤0.01%
2,095
1269
$56K ﹤0.01%
1,306
1270
$56K ﹤0.01%
435
1271
$56K ﹤0.01%
791
1272
$56K ﹤0.01%
328
1273
$56K ﹤0.01%
3,323
1274
$56K ﹤0.01%
614
1275
$56K ﹤0.01%
320