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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
1426
$38K ﹤0.01%
284
1427
$38K ﹤0.01%
903
1428
$38K ﹤0.01%
2,000
1429
$38K ﹤0.01%
385
1430
$38K ﹤0.01%
986
1431
$38K ﹤0.01%
917
1432
$38K ﹤0.01%
1,857
1433
$37K ﹤0.01%
989
1434
$37K ﹤0.01%
3,620
1435
$37K ﹤0.01%
169
1436
$37K ﹤0.01%
2,934
1437
$37K ﹤0.01%
957
1438
$37K ﹤0.01%
177
1439
$37K ﹤0.01%
788
1440
$36K ﹤0.01%
1,027
1441
$36K ﹤0.01%
362
1442
$36K ﹤0.01%
676
1443
$36K ﹤0.01%
2,333
1444
$36K ﹤0.01%
481
1445
$36K ﹤0.01%
2,327
1446
$36K ﹤0.01%
381
1447
$36K ﹤0.01%
2,465
1448
$36K ﹤0.01%
608
1449
$36K ﹤0.01%
2,400
1450
$36K ﹤0.01%
230