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
801
$239K ﹤0.01%
11,679
802
$238K ﹤0.01%
5,401
803
$234K ﹤0.01%
1,201
804
$234K ﹤0.01%
4,640
805
$232K ﹤0.01%
3,751
806
$231K ﹤0.01%
7,450
807
$230K ﹤0.01%
1,848
808
$229K ﹤0.01%
1,333
809
$229K ﹤0.01%
3,042
810
$229K ﹤0.01%
3,375
811
$229K ﹤0.01%
56
812
$228K ﹤0.01%
2,074
813
$227K ﹤0.01%
24,176
814
$227K ﹤0.01%
5,128
815
$227K ﹤0.01%
3,479
816
$225K ﹤0.01%
3,654
817
$224K ﹤0.01%
10,822
818
$224K ﹤0.01%
9,668
819
$224K ﹤0.01%
4,587
820
$224K ﹤0.01%
6,025
821
$223K ﹤0.01%
1,632
822
$223K ﹤0.01%
3,000
823
$223K ﹤0.01%
5,870
824
$222K ﹤0.01%
1,916
825
$222K ﹤0.01%
607
31 32
33
34 35