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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
1676
$21K ﹤0.01%
42
1677
$20K ﹤0.01%
200
1678
$20K ﹤0.01%
855
1679
$20K ﹤0.01%
350
1680
$20K ﹤0.01%
+696
1681
$20K ﹤0.01%
386
1682
$20K ﹤0.01%
364
1683
$20K ﹤0.01%
959
1684
$20K ﹤0.01%
171
1685
$20K ﹤0.01%
625
1686
$20K ﹤0.01%
56
1687
$20K ﹤0.01%
462
1688
$20K ﹤0.01%
1,243
1689
$20K ﹤0.01%
264
1690
$20K ﹤0.01%
490
1691
$20K ﹤0.01%
229
1692
$20K ﹤0.01%
129
1693
$20K ﹤0.01%
566
1694
$20K ﹤0.01%
901
1695
$20K ﹤0.01%
176
1696
$20K ﹤0.01%
585
1697
$20K ﹤0.01%
800
1698
$20K ﹤0.01%
500
1699
$20K ﹤0.01%
1,076
1700
$20K ﹤0.01%
449