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
3,010
New
Increased
Reduced
Closed

Top Buys

1
+$10.2M
2
+$9M
3
+$8.62M
4
IAA
IAA, Inc. Common Stock
IAA
+$7.3M
5
FSLY icon
Fastly Inc
FSLY
+$7.29M

Top Sells

1
+$6.04M
2
+$1.54M
3
+$937K
4
FAST icon
Fastenal
FAST
+$142K
5
VFC icon
VF Corp
VFC
+$33.8K

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
2526
$2K ﹤0.01%
438
2527
$2K ﹤0.01%
384
2528
$2K ﹤0.01%
32
2529
$2K ﹤0.01%
78
2530
$2K ﹤0.01%
312
+54
2531
$2K ﹤0.01%
88
2532
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124
2533
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2534
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2535
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58
2536
$2K ﹤0.01%
6
2537
$2K ﹤0.01%
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2538
$2K ﹤0.01%
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2539
$2K ﹤0.01%
8
2540
$2K ﹤0.01%
241
2541
$2K ﹤0.01%
20
2542
$2K ﹤0.01%
81
2543
$1K ﹤0.01%
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2544
$1K ﹤0.01%
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2545
$1K ﹤0.01%
54
2546
$1K ﹤0.01%
4
2547
$1K ﹤0.01%
48
2548
$1K ﹤0.01%
21
2549
$1K ﹤0.01%
60
2550
$1K ﹤0.01%
253
100 101
102
103 104