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
451
$1.77M 0.01%
91,973
452
$1.77M 0.01%
29,341
453
$1.76M 0.01%
26,257
454
$1.75M 0.01%
34,800
455
$1.74M 0.01%
29,168
456
$1.72M 0.01%
25,417
457
$1.72M 0.01%
6,697
458
$1.71M 0.01%
17,591
459
$1.71M 0.01%
14,209
460
$1.7M 0.01%
44,253
461
$1.69M 0.01%
9,751
462
$1.66M 0.01%
30,526
463
$1.65M 0.01%
44,196
464
$1.65M 0.01%
44,574
465
$1.64M 0.01%
13,534
466
$1.63M 0.01%
6,665
467
$1.61M 0.01%
2,557
468
$1.59M 0.01%
45,859
469
$1.58M 0.01%
10,218
470
$1.57M 0.01%
10,780
471
$1.57M 0.01%
26,064
472
$1.56M 0.01%
26,619
473
$1.55M 0.01%
7,982
474
$1.54M 0.01%
31,306
-31,306
475
$1.51M 0.01%
13,533
17 18
19
20 21