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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
1951
$11K ﹤0.01%
297
1952
$11K ﹤0.01%
6
1953
$11K ﹤0.01%
159
1954
$10K ﹤0.01%
250
1955
$10K ﹤0.01%
225
1956
$10K ﹤0.01%
500
1957
$10K ﹤0.01%
134
1958
$10K ﹤0.01%
104
1959
$10K ﹤0.01%
861
1960
$10K ﹤0.01%
189
1961
$10K ﹤0.01%
1,480
1962
$10K ﹤0.01%
400
1963
$10K ﹤0.01%
535
1964
$10K ﹤0.01%
237
1965
$10K ﹤0.01%
460
1966
$10K ﹤0.01%
584
1967
$10K ﹤0.01%
104
1968
$10K ﹤0.01%
210
1969
$10K ﹤0.01%
500
1970
$10K ﹤0.01%
342
1971
$10K ﹤0.01%
47
1972
$10K ﹤0.01%
238
1973
$10K ﹤0.01%
154
1974
$10K ﹤0.01%
333
1975
$10K ﹤0.01%
64
77 78
79
80 81