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
2626
$1K ﹤0.01%
77
2627
$1K ﹤0.01%
8
2628
$1K ﹤0.01%
49
2629
$1K ﹤0.01%
5
2630
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+29
2631
$1K ﹤0.01%
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2632
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2633
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2634
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2635
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2636
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2637
$1K ﹤0.01%
43
2638
– –
0
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2640
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2641
$1K ﹤0.01%
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2642
$1K ﹤0.01%
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2643
$1K ﹤0.01%
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2644
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2645
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5
2646
$1K ﹤0.01%
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2647
$1K ﹤0.01%
10
2648
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41
2649
$1K ﹤0.01%
14
2650
$1K ﹤0.01%
62
104 105
106
107 108