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
576
$804K 0.01%
3,423
577
$787K 0.01%
7,065
578
$785K 0.01%
14,896
579
$784K 0.01%
26,090
580
$771K 0.01%
8,945
581
$769K 0.01%
13,002
582
$756K 0.01%
6,483
583
$755K 0.01%
12,228
584
$753K 0.01%
8,256
585
$746K 0.01%
2,698
586
$742K 0.01%
17,625
587
$734K 0.01%
6,002
588
$728K 0.01%
31,950
589
$724K 0.01%
9,023
590
$718K 0.01%
10,151
591
$718K 0.01%
12,928
592
$704K 0.01%
17,570
593
$703K 0.01%
43,444
594
$702K 0.01%
19,811
595
$692K 0.01%
5,849
596
$691K 0.01%
89,310
597
$687K 0.01%
18,515
598
$673K 0.01%
10,144
599
$668K 0.01%
62,478
600
$660K 0.01%
12,432
22 23
24
25 26