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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
2076
$8K ﹤0.01%
15
2077
$8K ﹤0.01%
179
2078
$8K ﹤0.01%
250
2079
$8K ﹤0.01%
100
2080
$8K ﹤0.01%
269
2081
$7K ﹤0.01%
156
2082
$7K ﹤0.01%
435
2083
$7K ﹤0.01%
34
2084
$7K ﹤0.01%
1,965
2085
$7K ﹤0.01%
500
2086
$7K ﹤0.01%
112
2087
$7K ﹤0.01%
149
2088
$7K ﹤0.01%
400
2089
$7K ﹤0.01%
88
2090
$7K ﹤0.01%
35
2091
$7K ﹤0.01%
103
2092
$7K ﹤0.01%
579
2093
$7K ﹤0.01%
139
2094
$7K ﹤0.01%
52
2095
$7K ﹤0.01%
244
2096
$7K ﹤0.01%
541
2097
$7K ﹤0.01%
143
2098
$7K ﹤0.01%
175
2099
$7K ﹤0.01%
162
2100
$7K ﹤0.01%
11