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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
1501
$31K ﹤0.01%
1,342
1502
$31K ﹤0.01%
1,538
1503
$31K ﹤0.01%
287
1504
$31K ﹤0.01%
836
1505
$31K ﹤0.01%
1,079
-13
1506
$31K ﹤0.01%
+629
1507
$31K ﹤0.01%
608
1508
$31K ﹤0.01%
1,729
1509
$31K ﹤0.01%
2,182
1510
$31K ﹤0.01%
572
1511
$31K ﹤0.01%
387
1512
$31K ﹤0.01%
539
1513
$30K ﹤0.01%
1,660
1514
$30K ﹤0.01%
990
1515
$30K ﹤0.01%
1,785
1516
$30K ﹤0.01%
200
1517
$30K ﹤0.01%
454
1518
$30K ﹤0.01%
1,097
1519
$30K ﹤0.01%
633
1520
$30K ﹤0.01%
1,550
1521
$30K ﹤0.01%
745
1522
$30K ﹤0.01%
1,561
1523
$30K ﹤0.01%
1,236
1524
$30K ﹤0.01%
361
1525
$30K ﹤0.01%
1,220