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
526
$1.09M 0.01%
21,548
527
$1.08M 0.01%
30,627
528
$1.08M 0.01%
10,858
529
$1.07M 0.01%
9,947
530
$1.06M 0.01%
4,495
531
$1.06M 0.01%
15,694
532
$1.04M 0.01%
3,863
533
$1.02M 0.01%
14,772
534
$1.01M 0.01%
13,842
535
$1.01M 0.01%
646
536
$1M 0.01%
3,863
537
$997K 0.01%
5,111
538
$997K 0.01%
11,614
539
$991K 0.01%
265,023
540
$991K 0.01%
14,549
541
$988K 0.01%
1,129
542
$980K 0.01%
37,728
543
$945K 0.01%
4,953
544
$944K 0.01%
27,020
545
$943K 0.01%
18,728
546
$938K 0.01%
4,196
547
$934K 0.01%
20,387
548
$929K 0.01%
17,524
549
$916K 0.01%
3,756
550
$910K 0.01%
25,082
20 21
22
23 24