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
301
$4.06M 0.03%
21,095
302
$4.02M 0.03%
63,410
303
$4M 0.03%
86,415
304
$3.97M 0.03%
53,879
305
$3.96M 0.03%
44,066
306
$3.95M 0.03%
17,409
307
$3.94M 0.03%
56,902
308
$3.93M 0.03%
75,161
309
$3.92M 0.03%
45,105
310
$3.89M 0.03%
68,195
311
$3.86M 0.03%
8,414
312
$3.86M 0.03%
159,282
313
$3.79M 0.03%
63,229
314
$3.76M 0.03%
2,211,830
315
$3.76M 0.03%
35,145
316
$3.74M 0.03%
19,864
317
$3.71M 0.03%
103,466
318
$3.65M 0.03%
317,598
319
$3.57M 0.03%
70,452
320
$3.55M 0.03%
31,439
321
$3.53M 0.03%
52,293
322
$3.52M 0.03%
48,728
323
$3.51M 0.03%
30,316
324
$3.5M 0.03%
21,128
325
$3.49M 0.03%
6,914
11 12
13
14 15