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
776
$261K ﹤0.01%
12,328
777
$260K ﹤0.01%
3,072
778
$259K ﹤0.01%
2,458
779
$258K ﹤0.01%
1,905
780
$258K ﹤0.01%
1,042
781
$257K ﹤0.01%
6,000
782
$257K ﹤0.01%
9,268
783
$255K ﹤0.01%
16,550
784
$255K ﹤0.01%
5,953
785
$254K ﹤0.01%
7,529
786
$253K ﹤0.01%
7,891
787
$251K ﹤0.01%
1,417
788
$250K ﹤0.01%
4,479
789
$250K ﹤0.01%
2,757
790
$249K ﹤0.01%
4,638
791
$247K ﹤0.01%
6,084
792
$246K ﹤0.01%
1,661
793
$245K ﹤0.01%
2,046
794
$244K ﹤0.01%
3,552
795
$244K ﹤0.01%
984
796
$244K ﹤0.01%
1,614
797
$243K ﹤0.01%
3,910
798
$243K ﹤0.01%
1,368
799
$241K ﹤0.01%
7,260
800
$240K ﹤0.01%
261
30 31
32
33 34