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
826
$221K ﹤0.01%
959
827
$219K ﹤0.01%
2,005
828
$219K ﹤0.01%
4,179
829
$218K ﹤0.01%
5,560
830
$218K ﹤0.01%
922
831
$218K ﹤0.01%
2,851
832
$218K ﹤0.01%
4,927
833
$216K ﹤0.01%
4,226
834
$214K ﹤0.01%
9,644
835
$213K ﹤0.01%
1,217
836
$213K ﹤0.01%
1,779
837
$213K ﹤0.01%
2,566
838
$212K ﹤0.01%
13,159
839
$209K ﹤0.01%
2,550
840
$209K ﹤0.01%
4,476
841
$209K ﹤0.01%
1,294
842
$209K ﹤0.01%
6,120
843
$209K ﹤0.01%
10,371
844
$208K ﹤0.01%
1,263
845
$208K ﹤0.01%
1,039
846
$207K ﹤0.01%
13,533
847
$206K ﹤0.01%
851
848
$205K ﹤0.01%
284
849
$204K ﹤0.01%
2,720
850
$203K ﹤0.01%
3,520
32 33
34
35 36