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
2401
$3K ﹤0.01%
96
2402
$3K ﹤0.01%
101
2403
$3K ﹤0.01%
21
2404
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43
2405
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900
2406
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90
2407
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53
2408
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2409
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2410
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2411
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17
2412
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510
2413
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50
2414
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100
2415
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20
2416
$2K ﹤0.01%
81
2417
$2K ﹤0.01%
450
2418
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40
2419
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2420
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2421
$2K ﹤0.01%
64
2422
$2K ﹤0.01%
40
2423
$2K ﹤0.01%
105
2424
$2K ﹤0.01%
67
2425
$2K ﹤0.01%
17
95 96
97
98 99