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
676
$403K ﹤0.01%
4,690
677
$402K ﹤0.01%
3,975
678
$402K ﹤0.01%
5,419
679
$401K ﹤0.01%
6,320
680
$399K ﹤0.01%
138
681
$398K ﹤0.01%
14,046
682
$398K ﹤0.01%
6,570
683
$396K ﹤0.01%
1,244
684
$395K ﹤0.01%
2,708
685
$393K ﹤0.01%
4,228
686
$392K ﹤0.01%
13,390
687
$390K ﹤0.01%
1,666
688
$385K ﹤0.01%
14,414
689
$383K ﹤0.01%
2,950
690
$383K ﹤0.01%
5,782
691
$381K ﹤0.01%
5,255
692
$381K ﹤0.01%
5,826
693
$380K ﹤0.01%
350
694
$380K ﹤0.01%
6,008
695
$377K ﹤0.01%
17,502
696
$377K ﹤0.01%
1,771
697
$377K ﹤0.01%
4,834
698
$376K ﹤0.01%
5,541
699
$373K ﹤0.01%
4,161
700
$367K ﹤0.01%
4,134
26 27
28
29 30