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
701
$366K ﹤0.01%
5,525
702
$359K ﹤0.01%
1,515
703
$359K ﹤0.01%
+6,900
704
$359K ﹤0.01%
20,871
705
$354K ﹤0.01%
8,510
706
$353K ﹤0.01%
7,034
707
$353K ﹤0.01%
17,872
708
$351K ﹤0.01%
1,668
709
$351K ﹤0.01%
1,227
710
$348K ﹤0.01%
251
711
$348K ﹤0.01%
4,455
712
$347K ﹤0.01%
2,719
713
$347K ﹤0.01%
4,570
714
$345K ﹤0.01%
6,554
715
$344K ﹤0.01%
4,803
716
$344K ﹤0.01%
1,713
717
$343K ﹤0.01%
3,350
718
$342K ﹤0.01%
3,643
719
$341K ﹤0.01%
1,783
720
$340K ﹤0.01%
6,384
721
$337K ﹤0.01%
1,761
722
$336K ﹤0.01%
2,438
723
$335K ﹤0.01%
5,460
724
$334K ﹤0.01%
2,162
725
$334K ﹤0.01%
1,156
27 28
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