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
626
$545K ﹤0.01%
6,643
-412
627
$542K ﹤0.01%
9,736
628
$540K ﹤0.01%
6,267
629
$534K ﹤0.01%
3,603
630
$534K ﹤0.01%
3,548
631
$531K ﹤0.01%
3,212
632
$528K ﹤0.01%
1,530
633
$528K ﹤0.01%
30,456
634
$522K ﹤0.01%
14,220
635
$516K ﹤0.01%
1,351
636
$515K ﹤0.01%
3,107
637
$512K ﹤0.01%
9,392
638
$509K ﹤0.01%
2,202
639
$508K ﹤0.01%
9,724
640
$507K ﹤0.01%
1,698
641
$503K ﹤0.01%
5,247
642
$499K ﹤0.01%
11,541
643
$499K ﹤0.01%
9,150
644
$496K ﹤0.01%
12,127
645
$491K ﹤0.01%
5,048
646
$489K ﹤0.01%
3,170
647
$488K ﹤0.01%
7,425
648
$487K ﹤0.01%
9,826
649
$486K ﹤0.01%
2,862
650
$484K ﹤0.01%
+1,926
24 25
26
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