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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
2226
$5K ﹤0.01%
400
2227
$5K ﹤0.01%
78
2228
$5K ﹤0.01%
16
2229
$5K ﹤0.01%
234
2230
$5K ﹤0.01%
300
2231
$5K ﹤0.01%
1,000
2232
$4K ﹤0.01%
40
2233
$4K ﹤0.01%
19
2234
$4K ﹤0.01%
152
2235
$4K ﹤0.01%
138
2236
$4K ﹤0.01%
21
2237
$4K ﹤0.01%
214
2238
$4K ﹤0.01%
48
2239
$4K ﹤0.01%
218
2240
$4K ﹤0.01%
600
2241
$4K ﹤0.01%
17
2242
$4K ﹤0.01%
102
2243
$4K ﹤0.01%
77
2244
$4K ﹤0.01%
90
2245
$4K ﹤0.01%
59
2246
$4K ﹤0.01%
36
2247
$4K ﹤0.01%
30
2248
$4K ﹤0.01%
53
2249
$4K ﹤0.01%
84
2250
$4K ﹤0.01%
200