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
2226
$5K ﹤0.01%
101
2227
$5K ﹤0.01%
300
2228
$5K ﹤0.01%
36
2229
$5K ﹤0.01%
85
2230
$5K ﹤0.01%
93
2231
$5K ﹤0.01%
34
2232
$4K ﹤0.01%
181
2233
$4K ﹤0.01%
39
2234
$4K ﹤0.01%
158
2235
$4K ﹤0.01%
60
2236
$4K ﹤0.01%
+64
2237
$4K ﹤0.01%
50
2238
$4K ﹤0.01%
32
2239
$4K ﹤0.01%
171
2240
$4K ﹤0.01%
165
2241
$4K ﹤0.01%
105
2242
$4K ﹤0.01%
60
2243
$4K ﹤0.01%
168
2244
$4K ﹤0.01%
40
2245
$4K ﹤0.01%
19
2246
$4K ﹤0.01%
600
2247
$4K ﹤0.01%
17
2248
$4K ﹤0.01%
102
2249
$4K ﹤0.01%
100
2250
$4K ﹤0.01%
80
88 89
90
91 92