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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
2176
$6K ﹤0.01%
108
2177
$5K ﹤0.01%
602
2178
$5K ﹤0.01%
128
2179
$5K ﹤0.01%
467
2180
$5K ﹤0.01%
26
2181
$5K ﹤0.01%
+137
2182
$5K ﹤0.01%
200
2183
$5K ﹤0.01%
111
2184
$5K ﹤0.01%
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2185
$5K ﹤0.01%
90
2186
$5K ﹤0.01%
790
2187
$5K ﹤0.01%
144
2188
$5K ﹤0.01%
687
2189
$5K ﹤0.01%
400
2190
$5K ﹤0.01%
111
2191
$5K ﹤0.01%
41
2192
$5K ﹤0.01%
43
2193
$5K ﹤0.01%
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$5K ﹤0.01%
321
2195
$5K ﹤0.01%
575
2196
$5K ﹤0.01%
180
2197
$5K ﹤0.01%
91
2198
$5K ﹤0.01%
205
2199
$5K ﹤0.01%
139
2200
$5K ﹤0.01%
2,048