Carson Wealth (CWM LLC)

Carson Wealth (CWM LLC) Portfolio holdings

AUM $36.9B
1-Year Est. Return 18.53%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.53%
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
2051
$8K ﹤0.01%
201
2052
$8K ﹤0.01%
86
2053
$8K ﹤0.01%
121
2054
$8K ﹤0.01%
626
2055
$8K ﹤0.01%
178
2056
$8K ﹤0.01%
454
-745
2057
$8K ﹤0.01%
221
2058
$8K ﹤0.01%
79
2059
$8K ﹤0.01%
66
2060
$8K ﹤0.01%
420
2061
$8K ﹤0.01%
453
2062
$8K ﹤0.01%
109
2063
$8K ﹤0.01%
521
2064
$8K ﹤0.01%
147
2065
$8K ﹤0.01%
301
2066
$8K ﹤0.01%
390
2067
$8K ﹤0.01%
2
2068
$8K ﹤0.01%
100
2069
$8K ﹤0.01%
300
2070
$8K ﹤0.01%
300
2071
$8K ﹤0.01%
32
2072
$8K ﹤0.01%
28
2073
$8K ﹤0.01%
7
2074
$8K ﹤0.01%
278
2075
$8K ﹤0.01%
400