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
476
$1.51M 0.01%
34,167
477
$1.51M 0.01%
9,224
478
$1.51M 0.01%
31,620
479
$1.5M 0.01%
155,505
480
$1.47M 0.01%
84,276
481
$1.46M 0.01%
19,944
482
$1.46M 0.01%
13,702
483
$1.44M 0.01%
6,901
484
$1.41M 0.01%
13,748
485
$1.4M 0.01%
31,908
486
$1.4M 0.01%
42,620
487
$1.4M 0.01%
5,464
488
$1.39M 0.01%
5,076
489
$1.38M 0.01%
70,820
490
$1.38M 0.01%
28,844
491
$1.36M 0.01%
+19,419
492
$1.36M 0.01%
9,690
493
$1.36M 0.01%
6,671
494
$1.36M 0.01%
24,659
495
$1.36M 0.01%
6,177
496
$1.35M 0.01%
6,581
497
$1.34M 0.01%
13,919
498
$1.31M 0.01%
71,732
499
$1.31M 0.01%
6,584
500
$1.31M 0.01%
52,584
18 19
20
21 22