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
2201
$5K ﹤0.01%
687
2202
$5K ﹤0.01%
400
2203
$5K ﹤0.01%
111
2204
$5K ﹤0.01%
41
2205
$5K ﹤0.01%
43
2206
$5K ﹤0.01%
210
2207
$5K ﹤0.01%
321
2208
$5K ﹤0.01%
300
2209
$5K ﹤0.01%
324
2210
$5K ﹤0.01%
300
2211
$5K ﹤0.01%
125
2212
$5K ﹤0.01%
100
2213
$5K ﹤0.01%
796
2214
$5K ﹤0.01%
94
2215
$5K ﹤0.01%
112
2216
$5K ﹤0.01%
66
2217
$5K ﹤0.01%
600
2218
$5K ﹤0.01%
70
2219
$5K ﹤0.01%
72
2220
$5K ﹤0.01%
200
2221
$5K ﹤0.01%
384
2222
$5K ﹤0.01%
500
2223
$5K ﹤0.01%
477
2224
$5K ﹤0.01%
32
2225
$5K ﹤0.01%
26
87 88
89
90 91