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
376
$2.35M 0.02%
68,446
377
$2.32M 0.02%
4,146
378
$2.31M 0.02%
77,994
379
$2.31M 0.02%
16,127
380
$2.29M 0.02%
38,008
381
$2.28M 0.02%
88,550
382
$2.27M 0.02%
104,901
383
$2.26M 0.02%
40,801
384
$2.23M 0.02%
82,892
385
$2.22M 0.02%
4,524
386
$2.22M 0.02%
21,527
387
$2.21M 0.02%
14,312
388
$2.19M 0.02%
19,071
389
$2.19M 0.02%
36,569
390
$2.18M 0.02%
20,570
391
$2.17M 0.02%
31,775
392
$2.13M 0.02%
55,064
393
$2.13M 0.02%
39,585
394
$2.12M 0.02%
68,363
395
$2.11M 0.02%
92,343
396
$2.11M 0.02%
44,124
397
$2.1M 0.02%
43,769
398
$2.1M 0.02%
39,702
399
$2.1M 0.02%
25,670
400
$2.1M 0.02%
146,900
14 15
16
17 18