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
326
$3.39M 0.03%
29,515
327
$3.38M 0.03%
24,127
328
$3.33M 0.03%
62,108
329
$3.32M 0.03%
101,486
330
$3.31M 0.03%
53,058
331
$3.26M 0.03%
35,248
332
$3.24M 0.03%
59,192
333
$3.19M 0.03%
11,587
334
$3.17M 0.03%
55,247
335
$3.12M 0.02%
8,216
336
$3.07M 0.02%
56,744
337
$3.06M 0.02%
13,926
338
$3.06M 0.02%
21,772
339
$3.02M 0.02%
12,601
340
$3.02M 0.02%
128,629
341
$2.98M 0.02%
49,712
342
$2.97M 0.02%
26,335
343
$2.94M 0.02%
19,624
344
$2.93M 0.02%
17,637
345
$2.93M 0.02%
24,375
346
$2.9M 0.02%
12,189
347
$2.88M 0.02%
222,095
348
$2.86M 0.02%
18,971
349
$2.84M 0.02%
17,921
350
$2.79M 0.02%
19,326
12 13
14
15 16