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
501
$1.3M 0.01%
8,846
502
$1.3M 0.01%
11,902
503
$1.29M 0.01%
20,432
504
$1.27M 0.01%
37,273
505
$1.27M 0.01%
23,070
506
$1.26M 0.01%
7,295
507
$1.22M 0.01%
5,014
508
$1.22M 0.01%
141,330
509
$1.22M 0.01%
22,484
510
$1.21M 0.01%
15,525
511
$1.21M 0.01%
29,500
-709
512
$1.21M 0.01%
45,423
513
$1.21M 0.01%
33,007
514
$1.2M 0.01%
23,321
515
$1.2M 0.01%
20,853
516
$1.2M 0.01%
37,005
517
$1.2M 0.01%
18,544
518
$1.19M 0.01%
79,783
519
$1.18M 0.01%
42,923
520
$1.18M 0.01%
10,280
521
$1.18M 0.01%
14,967
522
$1.18M 0.01%
35,400
523
$1.16M 0.01%
33,680
524
$1.12M 0.01%
13,237
525
$1.11M 0.01%
4,945
19 20
21
22 23