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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
1876
$13K ﹤0.01%
1,829
1877
$13K ﹤0.01%
1,569
1878
$13K ﹤0.01%
471
1879
$13K ﹤0.01%
701
1880
$13K ﹤0.01%
130
1881
$13K ﹤0.01%
688
1882
$13K ﹤0.01%
200
1883
$13K ﹤0.01%
455
1884
$13K ﹤0.01%
200
1885
$13K ﹤0.01%
243
1886
$13K ﹤0.01%
491
1887
$12K ﹤0.01%
50
1888
$12K ﹤0.01%
70
1889
$12K ﹤0.01%
1,377
1890
$12K ﹤0.01%
366
1891
$12K ﹤0.01%
156
1892
$12K ﹤0.01%
928
1893
$12K ﹤0.01%
404
1894
$12K ﹤0.01%
46
+42
1895
$12K ﹤0.01%
273
1896
$12K ﹤0.01%
450
1897
$12K ﹤0.01%
592
1898
$12K ﹤0.01%
719
1899
$12K ﹤0.01%
18
1900
$12K ﹤0.01%
194