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
2426
$2K ﹤0.01%
58
2427
$2K ﹤0.01%
78
2428
$2K ﹤0.01%
49
2429
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15
2430
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2431
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65
2432
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15
2433
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128
2434
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90
2435
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2436
$2K ﹤0.01%
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2437
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2438
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2439
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48
2440
– –
0
2441
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51
2442
$2K ﹤0.01%
32
2443
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28
2444
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2445
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49
2446
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56
2447
$2K ﹤0.01%
25
2448
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20
2449
$2K ﹤0.01%
32
2450
$2K ﹤0.01%
78
96 97
98
99 100