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
2651
$1K ﹤0.01%
29
2652
$1K ﹤0.01%
25
2653
$1K ﹤0.01%
37
2654
$1K ﹤0.01%
3
2655
$1K ﹤0.01%
18
2656
$1K ﹤0.01%
16
2657
$1K ﹤0.01%
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2658
$1K ﹤0.01%
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2659
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2660
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2661
$1K ﹤0.01%
14
2662
– –
0
2663
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2664
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2665
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300
2666
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1
2667
$1K ﹤0.01%
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2668
$1K ﹤0.01%
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2669
$1K ﹤0.01%
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2670
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2671
$1K ﹤0.01%
12
2672
– –
0
2673
$1K ﹤0.01%
78
2674
$1K ﹤0.01%
54
2675
$1K ﹤0.01%
150
105 106
107
108 109