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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
1451
$36K ﹤0.01%
700
1452
$36K ﹤0.01%
127
1453
$36K ﹤0.01%
156
1454
$36K ﹤0.01%
477
1455
$36K ﹤0.01%
1,415
1456
$35K ﹤0.01%
362
1457
$35K ﹤0.01%
1,073
1458
$35K ﹤0.01%
344
1459
$35K ﹤0.01%
555
1460
$35K ﹤0.01%
193
1461
$34K ﹤0.01%
250
1462
$34K ﹤0.01%
282
1463
$34K ﹤0.01%
1,566
1464
$34K ﹤0.01%
2,030
1465
$34K ﹤0.01%
196
1466
$34K ﹤0.01%
90
1467
$34K ﹤0.01%
138
1468
$33K ﹤0.01%
433
1469
$33K ﹤0.01%
334
1470
$33K ﹤0.01%
946
1471
$33K ﹤0.01%
363
1472
$33K ﹤0.01%
1,969
1473
$33K ﹤0.01%
637
1474
$33K ﹤0.01%
492
1475
$33K ﹤0.01%
786