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
551
$910K 0.01%
10,192
552
$909K 0.01%
49,767
553
$909K 0.01%
22,501
554
$896K 0.01%
13,357
555
$893K 0.01%
13,017
556
$893K 0.01%
49,986
557
$890K 0.01%
21,624
558
$889K 0.01%
18,173
559
$888K 0.01%
12,614
560
$874K 0.01%
9,847
561
$870K 0.01%
14,275
562
$867K 0.01%
4,010
563
$866K 0.01%
26,816
564
$859K 0.01%
48,957
565
$858K 0.01%
17,292
566
$854K 0.01%
13,874
567
$854K 0.01%
16,230
568
$840K 0.01%
26,190
569
$836K 0.01%
53,719
570
$835K 0.01%
2,309
571
$829K 0.01%
26,234
572
$823K 0.01%
13,507
573
$821K 0.01%
+10,761
574
$818K 0.01%
3,772
575
$806K 0.01%
10,169
21 22
23
24 25