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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
1726
$18K ﹤0.01%
87
1727
$18K ﹤0.01%
795
1728
$18K ﹤0.01%
1,800
1729
$18K ﹤0.01%
296
1730
$18K ﹤0.01%
920
1731
$18K ﹤0.01%
58
1732
$18K ﹤0.01%
524
1733
0
1734
$18K ﹤0.01%
167
1735
$18K ﹤0.01%
1,002
1736
$18K ﹤0.01%
1,000
1737
$18K ﹤0.01%
1,205
1738
$18K ﹤0.01%
481
1739
$18K ﹤0.01%
1,000
1740
$18K ﹤0.01%
469
1741
$17K ﹤0.01%
221
1742
$17K ﹤0.01%
1,052
1743
$17K ﹤0.01%
1,208
1744
$17K ﹤0.01%
181
1745
$17K ﹤0.01%
228
1746
$17K ﹤0.01%
26
1747
$17K ﹤0.01%
94
1748
$17K ﹤0.01%
263
1749
$17K ﹤0.01%
376
1750
$17K ﹤0.01%
534