We are live on ! Find out more
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
1926
$11K ﹤0.01%
95
1927
$11K ﹤0.01%
328
1928
$11K ﹤0.01%
140
1929
$11K ﹤0.01%
487
1930
$11K ﹤0.01%
850
1931
$11K ﹤0.01%
616
1932
$11K ﹤0.01%
656
1933
$11K ﹤0.01%
191
1934
$11K ﹤0.01%
209
1935
$11K ﹤0.01%
370
1936
$11K ﹤0.01%
105
1937
$11K ﹤0.01%
1,558
1938
$11K ﹤0.01%
88
1939
$11K ﹤0.01%
184
1940
$11K ﹤0.01%
663
1941
$11K ﹤0.01%
300
1942
$11K ﹤0.01%
73
1943
$11K ﹤0.01%
600
1944
$11K ﹤0.01%
380
1945
$11K ﹤0.01%
29
1946
$11K ﹤0.01%
1,199
1947
$11K ﹤0.01%
725
1948
$11K ﹤0.01%
1,120
1949
$11K ﹤0.01%
150
1950
$11K ﹤0.01%
1,105
76 77
78
79 80