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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
1651
$22K ﹤0.01%
856
1652
$22K ﹤0.01%
1,056
1653
$22K ﹤0.01%
109
1654
$22K ﹤0.01%
175
1655
$22K ﹤0.01%
1,272
1656
$22K ﹤0.01%
35
1657
$22K ﹤0.01%
98
1658
$22K ﹤0.01%
150
1659
$22K ﹤0.01%
332
1660
$21K ﹤0.01%
149
1661
$21K ﹤0.01%
11
1662
$21K ﹤0.01%
295
1663
$21K ﹤0.01%
451
1664
$21K ﹤0.01%
460
1665
$21K ﹤0.01%
230
1666
$21K ﹤0.01%
576
1667
$21K ﹤0.01%
271
1668
$21K ﹤0.01%
793
1669
$21K ﹤0.01%
784
1670
$21K ﹤0.01%
108
1671
$21K ﹤0.01%
368
1672
$21K ﹤0.01%
919
1673
$21K ﹤0.01%
767
1674
$21K ﹤0.01%
248
1675
$21K ﹤0.01%
66