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
401
$2.09M 0.02%
63,643
402
$2.06M 0.02%
46,377
403
$2.06M 0.02%
30,837
404
$2.06M 0.02%
33,750
405
$2.04M 0.02%
27,454
406
$2.04M 0.02%
85,039
407
$2.03M 0.02%
62,081
408
$2.02M 0.02%
11,896
409
$2M 0.02%
14,239
410
$1.99M 0.02%
24,397
411
$1.98M 0.02%
19,483
412
$1.97M 0.02%
19,469
413
$1.96M 0.02%
10,150
414
$1.96M 0.02%
34,646
415
$1.96M 0.02%
31,756
416
$1.95M 0.02%
40,025
417
$1.95M 0.02%
12,364
418
$1.94M 0.02%
8,484
419
$1.93M 0.02%
34,425
420
$1.92M 0.02%
11,023
421
$1.92M 0.02%
26,526
422
$1.9M 0.02%
36,181
423
$1.89M 0.02%
20,174
424
$1.89M 0.02%
30,210
425
$1.88M 0.02%
39,763
15 16
17
18 19