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
251
$6.33M 0.05%
130,548
252
$6.29M 0.05%
134,355
253
$6.27M 0.05%
99,463
254
$6.22M 0.05%
84,819
255
$6.17M 0.05%
89,581
256
$6.17M 0.05%
91,417
257
$6.13M 0.05%
135,330
258
$6.12M 0.05%
148,449
259
$6.12M 0.05%
134,517
260
$6.04M 0.05%
94,979
261
$6.01M 0.05%
87,352
262
$6M 0.05%
83,451
263
$5.99M 0.05%
118,927
264
$5.98M 0.05%
115,428
265
$5.97M 0.05%
150,138
266
$5.92M 0.05%
73,092
267
$5.82M 0.05%
37,759
268
$5.81M 0.05%
50,730
269
$5.69M 0.05%
14,391
270
$5.68M 0.05%
65,985
271
$5.55M 0.04%
41,317
272
$5.46M 0.04%
65,430
273
$5.44M 0.04%
91,888
274
$5.44M 0.04%
80,742
275
$5.43M 0.04%
57,093
9 10
11
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