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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
1751
$17K ﹤0.01%
434
1752
$17K ﹤0.01%
108
1753
$17K ﹤0.01%
840
1754
$17K ﹤0.01%
735
1755
$17K ﹤0.01%
679
1756
$17K ﹤0.01%
260
1757
$17K ﹤0.01%
236
1758
$17K ﹤0.01%
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1759
$17K ﹤0.01%
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1760
$17K ﹤0.01%
203
1761
$17K ﹤0.01%
281
1762
$17K ﹤0.01%
1,554
1763
$17K ﹤0.01%
1,050
1764
$17K ﹤0.01%
327
1765
$17K ﹤0.01%
200
1766
$17K ﹤0.01%
782
1767
$17K ﹤0.01%
1,650
1768
$16K ﹤0.01%
213
1769
$16K ﹤0.01%
950
1770
$16K ﹤0.01%
300
1771
$16K ﹤0.01%
593
1772
$16K ﹤0.01%
108
1773
$16K ﹤0.01%
502
1774
$16K ﹤0.01%
775
1775
$16K ﹤0.01%
53