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
426
$1.88M 0.02%
7,995
427
$1.87M 0.01%
53,786
428
$1.87M 0.01%
21,273
429
$1.87M 0.01%
47,199
430
$1.86M 0.01%
15,863
431
$1.86M 0.01%
21,513
432
$1.85M 0.01%
20,759
433
$1.85M 0.01%
42,656
434
$1.85M 0.01%
5,235
435
$1.84M 0.01%
35,418
436
$1.84M 0.01%
28,042
437
$1.84M 0.01%
18,090
438
$1.83M 0.01%
18,429
439
$1.83M 0.01%
+4,730
440
$1.83M 0.01%
27,626
441
$1.82M 0.01%
15,589
442
$1.82M 0.01%
38,591
443
$1.81M 0.01%
32,951
444
$1.81M 0.01%
18,665
445
$1.79M 0.01%
22,890
446
$1.79M 0.01%
25,582
447
$1.78M 0.01%
22,000
448
$1.77M 0.01%
11,988
449
$1.77M 0.01%
25,331
450
$1.77M 0.01%
34,287
16 17
18
19 20