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
651
$483K ﹤0.01%
2,973
652
$482K ﹤0.01%
+7,610
653
$472K ﹤0.01%
11,525
654
$472K ﹤0.01%
13,111
655
$468K ﹤0.01%
5,444
656
$468K ﹤0.01%
10,168
657
$461K ﹤0.01%
6,100
658
$461K ﹤0.01%
8,486
659
$459K ﹤0.01%
19,001
660
$459K ﹤0.01%
1,857
661
$456K ﹤0.01%
7,350
662
$454K ﹤0.01%
25,871
663
$450K ﹤0.01%
23,200
664
$443K ﹤0.01%
7,987
665
$441K ﹤0.01%
9,988
666
$435K ﹤0.01%
20,331
667
$435K ﹤0.01%
8,225
668
$432K ﹤0.01%
2,349
669
$422K ﹤0.01%
13,014
+6,564
670
$422K ﹤0.01%
4,971
671
$412K ﹤0.01%
1,172
672
$411K ﹤0.01%
26,422
673
$411K ﹤0.01%
1,183
674
$407K ﹤0.01%
4,767
675
$404K ﹤0.01%
825
25 26
27
28 29