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
2376
$3K ﹤0.01%
52
2377
$3K ﹤0.01%
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2378
$3K ﹤0.01%
50
2379
$3K ﹤0.01%
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2380
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2381
$3K ﹤0.01%
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2382
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2383
$3K ﹤0.01%
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2384
$3K ﹤0.01%
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2385
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2386
$3K ﹤0.01%
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2387
$3K ﹤0.01%
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2388
$3K ﹤0.01%
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2389
$3K ﹤0.01%
192
2390
$3K ﹤0.01%
1,050
2391
$3K ﹤0.01%
67
2392
$3K ﹤0.01%
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2393
$3K ﹤0.01%
85
2394
$3K ﹤0.01%
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2395
$3K ﹤0.01%
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2396
$3K ﹤0.01%
156
2397
$3K ﹤0.01%
34
2398
$3K ﹤0.01%
30
2399
$3K ﹤0.01%
179
2400
$3K ﹤0.01%
104
94 95
96
97 98