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
1526
$37K ﹤0.01%
950
1527
$37K ﹤0.01%
957
1528
$37K ﹤0.01%
2,934
1529
$37K ﹤0.01%
1,063
1530
$37K ﹤0.01%
169
1531
$37K ﹤0.01%
3,620
1532
$37K ﹤0.01%
989
1533
$36K ﹤0.01%
156
1534
$36K ﹤0.01%
127
1535
$36K ﹤0.01%
700
1536
$36K ﹤0.01%
230
1537
$36K ﹤0.01%
1,200
1538
$36K ﹤0.01%
608
1539
$36K ﹤0.01%
2,465
1540
$36K ﹤0.01%
381
1541
$36K ﹤0.01%
2,327
1542
$36K ﹤0.01%
481
1543
$36K ﹤0.01%
2,333
1544
$36K ﹤0.01%
676
1545
$36K ﹤0.01%
1,415
1546
$36K ﹤0.01%
477
1547
$36K ﹤0.01%
362
1548
$36K ﹤0.01%
1,027
1549
$35K ﹤0.01%
193
1550
$35K ﹤0.01%
555