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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
2401
$3K ﹤0.01%
100
2402
$3K ﹤0.01%
100
2403
$3K ﹤0.01%
165
2404
$3K ﹤0.01%
65
2405
$3K ﹤0.01%
735
2406
$3K ﹤0.01%
59
2407
$3K ﹤0.01%
30
2408
$3K ﹤0.01%
21
2409
$3K ﹤0.01%
42
2410
$3K ﹤0.01%
133
2411
$3K ﹤0.01%
30
2412
$3K ﹤0.01%
200
2413
$3K ﹤0.01%
34
2414
$3K ﹤0.01%
30
2415
$2K ﹤0.01%
30
2416
$2K ﹤0.01%
150
2417
$2K ﹤0.01%
32
2418
$2K ﹤0.01%
3
2419
$2K ﹤0.01%
31
2420
$2K ﹤0.01%
148
2421
$2K ﹤0.01%
+182
2422
$2K ﹤0.01%
55
2423
$2K ﹤0.01%
50
2424
$2K ﹤0.01%
59
2425
$2K ﹤0.01%
49
95 96
97
98 99