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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
2426
$2K ﹤0.01%
15
2427
$2K ﹤0.01%
33
2428
$2K ﹤0.01%
50
2429
$2K ﹤0.01%
326
2430
$2K ﹤0.01%
117
2431
$2K ﹤0.01%
24
2432
$2K ﹤0.01%
114
2433
– –
0
2434
$2K ﹤0.01%
41
2435
$2K ﹤0.01%
65
2436
$2K ﹤0.01%
16
2437
$2K ﹤0.01%
80
2438
$2K ﹤0.01%
60
2439
$2K ﹤0.01%
63
2440
$2K ﹤0.01%
128
2441
$2K ﹤0.01%
90
2442
$2K ﹤0.01%
259
2443
$2K ﹤0.01%
60
2444
$2K ﹤0.01%
145
2445
$2K ﹤0.01%
37
2446
$2K ﹤0.01%
21
2447
$2K ﹤0.01%
300
2448
$2K ﹤0.01%
48
2449
– –
0
2450
$2K ﹤0.01%
74
96 97
98
99 100