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
1801
$20K ﹤0.01%
176
1802
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585
1803
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17
1804
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2,000
1805
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1806
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1807
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1808
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1809
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8,410
1810
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1811
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1812
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1813
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1814
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1815
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100
1816
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1817
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1818
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1819
$19K ﹤0.01%
1,103
1820
$19K ﹤0.01%
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1821
$19K ﹤0.01%
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1822
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700
1823
$18K ﹤0.01%
469
1824
$18K ﹤0.01%
208
1825
$18K ﹤0.01%
294