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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
1626
$23K ﹤0.01%
589
1627
$23K ﹤0.01%
249
1628
$23K ﹤0.01%
846
1629
$23K ﹤0.01%
851
1630
$23K ﹤0.01%
73
1631
$23K ﹤0.01%
758
1632
$23K ﹤0.01%
1,000
1633
$23K ﹤0.01%
147
1634
$23K ﹤0.01%
1,000
1635
$23K ﹤0.01%
601
1636
$22K ﹤0.01%
433
1637
$22K ﹤0.01%
350
1638
$22K ﹤0.01%
300
1639
$22K ﹤0.01%
872
1640
$22K ﹤0.01%
524
1641
$22K ﹤0.01%
153
1642
$22K ﹤0.01%
814
1643
$22K ﹤0.01%
105
1644
$22K ﹤0.01%
1,934
1645
$22K ﹤0.01%
23
1646
$22K ﹤0.01%
265
1647
$22K ﹤0.01%
258
1648
$22K ﹤0.01%
468
1649
$22K ﹤0.01%
1,290
1650
$22K ﹤0.01%
675