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
1701
$24K ﹤0.01%
906
1702
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292
1703
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525
1704
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1705
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1706
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1707
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1708
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1709
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1710
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784
1711
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815
1712
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1,000
1713
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1714
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1715
$24K ﹤0.01%
803
1716
$24K ﹤0.01%
4,000
1717
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399
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1719
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1720
$23K ﹤0.01%
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1721
$23K ﹤0.01%
333
1722
$23K ﹤0.01%
234
1723
$23K ﹤0.01%
723
1724
$23K ﹤0.01%
230
1725
$23K ﹤0.01%
380