Carson Wealth (CWM LLC)

Carson Wealth (CWM LLC) Portfolio holdings

AUM $33.2B
1-Year Est. Return 16.13%
This Quarter Est. Return
1 Year Est. Return
+16.13%
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
3,010
New
Increased
Reduced
Closed

Top Buys

1 +$213K
2 +$127K
3 +$31.4K
4
MARA icon
Marathon Digital Holdings
MARA
+$30.8K
5
FCEL icon
FuelCell Energy
FCEL
+$11K

Top Sells

1 +$6.04M
2 +$1.54M
3 +$937K
4
FAST icon
Fastenal
FAST
+$142K
5
VFC icon
VF Corp
VFC
+$33.8K

Sector Composition

1 Technology 6.48%
2 Healthcare 5.1%
3 Financials 3.69%
4 Industrials 2.75%
5 Consumer Discretionary 2.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2226
$7K ﹤0.01%
35
2227
$7K ﹤0.01%
103
2228
$7K ﹤0.01%
579
2229
$7K ﹤0.01%
139
2230
$7K ﹤0.01%
52
2231
$7K ﹤0.01%
244
2232
$7K ﹤0.01%
200
2233
$7K ﹤0.01%
541
2234
$7K ﹤0.01%
143
2235
$7K ﹤0.01%
175
2236
$7K ﹤0.01%
212
2237
$7K ﹤0.01%
162
2238
$7K ﹤0.01%
11
2239
$7K ﹤0.01%
450
2240
$7K ﹤0.01%
416
2241
$7K ﹤0.01%
119
2242
$7K ﹤0.01%
291
2243
$7K ﹤0.01%
3
2244
$7K ﹤0.01%
203
2245
$7K ﹤0.01%
80
2246
$7K ﹤0.01%
152
2247
$7K ﹤0.01%
50
2248
$7K ﹤0.01%
69
2249
$7K ﹤0.01%
84
2250
$7K ﹤0.01%
156