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
851
$203K ﹤0.01%
4,609
852
$202K ﹤0.01%
7,694
853
$202K ﹤0.01%
6,255
854
$201K ﹤0.01%
1,327
855
$201K ﹤0.01%
6,298
856
$201K ﹤0.01%
3,038
857
$201K ﹤0.01%
1,640
858
$200K ﹤0.01%
2,576
859
$199K ﹤0.01%
3,235
860
$198K ﹤0.01%
2,802
861
$198K ﹤0.01%
1,799
862
$197K ﹤0.01%
13,465
863
$197K ﹤0.01%
6,699
864
$197K ﹤0.01%
2,367
865
$195K ﹤0.01%
2,232
866
$194K ﹤0.01%
1,568
867
$192K ﹤0.01%
668
868
$192K ﹤0.01%
4,034
869
$192K ﹤0.01%
2,668
870
$190K ﹤0.01%
87
871
$189K ﹤0.01%
866
872
$188K ﹤0.01%
1,672
873
$187K ﹤0.01%
4,589
874
$186K ﹤0.01%
20,926
875
$186K ﹤0.01%
3,608
33 34
35
36 37