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
2176
$6K ﹤0.01%
202
2177
$5K ﹤0.01%
128
2178
$5K ﹤0.01%
575
2179
$5K ﹤0.01%
180
2180
$5K ﹤0.01%
91
2181
$5K ﹤0.01%
205
2182
$5K ﹤0.01%
139
2183
$5K ﹤0.01%
2,048
2184
$5K ﹤0.01%
100
2185
$5K ﹤0.01%
78
2186
$5K ﹤0.01%
16
2187
$5K ﹤0.01%
234
2188
$5K ﹤0.01%
602
2189
$5K ﹤0.01%
467
2190
$5K ﹤0.01%
1,000
2191
$5K ﹤0.01%
26
2192
$5K ﹤0.01%
+137
2193
$5K ﹤0.01%
200
2194
$5K ﹤0.01%
111
2195
$5K ﹤0.01%
200
2196
$5K ﹤0.01%
90
2197
$5K ﹤0.01%
790
2198
$5K ﹤0.01%
144
2199
$5K ﹤0.01%
219
2200
$5K ﹤0.01%
400
86 87
88
89 90