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
351
$2.77M 0.02%
105,678
352
$2.77M 0.02%
43,804
353
$2.75M 0.02%
36,415
354
$2.68M 0.02%
26,335
355
$2.68M 0.02%
96,579
356
$2.64M 0.02%
22,634
357
$2.64M 0.02%
14,918
358
$2.6M 0.02%
95,926
359
$2.59M 0.02%
55,406
360
$2.59M 0.02%
17,892
361
$2.58M 0.02%
8,848
362
$2.57M 0.02%
23,763
363
$2.56M 0.02%
20,917
364
$2.53M 0.02%
138,320
365
$2.53M 0.02%
52,741
366
$2.48M 0.02%
103,656
367
$2.47M 0.02%
43,287
368
$2.47M 0.02%
67,278
369
$2.45M 0.02%
24,976
370
$2.44M 0.02%
11,228
371
$2.43M 0.02%
10,167
372
$2.38M 0.02%
44,468
373
$2.36M 0.02%
9,731
374
$2.35M 0.02%
10,528
375
$2.35M 0.02%
14,170
13 14
15
16 17