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
601
$656K 0.01%
11,496
602
$653K 0.01%
8,107
603
$643K 0.01%
9,880
604
$640K 0.01%
3,093
605
$630K 0.01%
1,579
606
$624K 0.01%
11,672
607
$621K ﹤0.01%
9,803
608
$620K ﹤0.01%
2,337
609
$619K ﹤0.01%
8,190
610
$615K ﹤0.01%
23,170
611
$610K ﹤0.01%
10,186
612
$610K ﹤0.01%
7,338
613
$597K ﹤0.01%
4,408
614
$594K ﹤0.01%
18,794
615
$591K ﹤0.01%
855
616
$589K ﹤0.01%
32,321
617
$588K ﹤0.01%
21,302
618
$587K ﹤0.01%
14,915
619
$574K ﹤0.01%
+18,931
620
$572K ﹤0.01%
19,730
621
$571K ﹤0.01%
10,851
622
$569K ﹤0.01%
28,104
623
$564K ﹤0.01%
11,840
624
$559K ﹤0.01%
17,846
625
$546K ﹤0.01%
45,500
23 24
25
26 27