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
726
$333K ﹤0.01%
13,815
727
$333K ﹤0.01%
2,443
728
$330K ﹤0.01%
+7,446
729
$330K ﹤0.01%
1,722
730
$325K ﹤0.01%
613
731
$324K ﹤0.01%
16,530
732
$319K ﹤0.01%
1,141
733
$319K ﹤0.01%
8,080
734
$319K ﹤0.01%
8,267
735
$315K ﹤0.01%
6,584
736
$310K ﹤0.01%
2,935
737
$308K ﹤0.01%
966
738
$306K ﹤0.01%
1,381
739
$304K ﹤0.01%
838
740
$302K ﹤0.01%
8,765
741
$301K ﹤0.01%
2,307
742
$300K ﹤0.01%
1,564
743
$297K ﹤0.01%
6,806
744
$296K ﹤0.01%
6,939
745
$296K ﹤0.01%
3,548
746
$296K ﹤0.01%
2,531
747
$293K ﹤0.01%
12,371
748
$293K ﹤0.01%
4,906
749
$291K ﹤0.01%
12,737
750
$290K ﹤0.01%
5,567
28 29
30
31 32