We are live on ! Find out more
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
2326
$3K ﹤0.01%
22
2327
$3K ﹤0.01%
52
2328
$3K ﹤0.01%
26
2329
$3K ﹤0.01%
50
2330
$3K ﹤0.01%
29
2331
$3K ﹤0.01%
33
2332
$3K ﹤0.01%
289
2333
$3K ﹤0.01%
325
2334
$3K ﹤0.01%
75
2335
$3K ﹤0.01%
15
2336
$3K ﹤0.01%
30
2337
$3K ﹤0.01%
21
2338
$3K ﹤0.01%
100
2339
$3K ﹤0.01%
181
2340
$3K ﹤0.01%
259
2341
$3K ﹤0.01%
41
2342
$3K ﹤0.01%
74
2343
$3K ﹤0.01%
80
2344
$3K ﹤0.01%
65
2345
$3K ﹤0.01%
38
2346
$3K ﹤0.01%
192
2347
$3K ﹤0.01%
1,050
2348
$3K ﹤0.01%
67
2349
$3K ﹤0.01%
101
2350
$3K ﹤0.01%
85