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
2601
$1K ﹤0.01%
3
2602
$1K ﹤0.01%
86
2603
$1K ﹤0.01%
100
2604
$1K ﹤0.01%
11
2605
$1K ﹤0.01%
40
2606
$1K ﹤0.01%
80
2607
$1K ﹤0.01%
82
2608
$1K ﹤0.01%
52
2609
$1K ﹤0.01%
122
2610
$1K ﹤0.01%
20
2611
$1K ﹤0.01%
36
2612
$1K ﹤0.01%
55
2613
$1K ﹤0.01%
70
2614
$1K ﹤0.01%
18
2615
$1K ﹤0.01%
48
2616
$1K ﹤0.01%
30
2617
$1K ﹤0.01%
9
2618
$1K ﹤0.01%
82
2619
$1K ﹤0.01%
42
2620
$1K ﹤0.01%
22
2621
$1K ﹤0.01%
50
2622
$1K ﹤0.01%
45
2623
$1K ﹤0.01%
6
2624
$1K ﹤0.01%
16
2625
$1K ﹤0.01%
11
103 104
105
106 107