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
876
$186K ﹤0.01%
1,547
877
$185K ﹤0.01%
3,631
878
$184K ﹤0.01%
1,256
879
$183K ﹤0.01%
3,019
880
$183K ﹤0.01%
4,324
881
$182K ﹤0.01%
9,790
882
$180K ﹤0.01%
13,204
883
$179K ﹤0.01%
2,104
884
$179K ﹤0.01%
+737
885
$179K ﹤0.01%
6,398
886
$179K ﹤0.01%
4,602
887
$177K ﹤0.01%
1,781
888
$177K ﹤0.01%
3,032
889
$176K ﹤0.01%
7,347
890
$175K ﹤0.01%
1,238
891
$175K ﹤0.01%
4,143
892
$175K ﹤0.01%
10,786
893
$175K ﹤0.01%
562
894
$174K ﹤0.01%
8,890
895
$174K ﹤0.01%
2,887
896
$173K ﹤0.01%
1,728
897
$173K ﹤0.01%
4,450
898
$172K ﹤0.01%
11,352
899
$172K ﹤0.01%
2,286
900
$172K ﹤0.01%
4,320
34 35
36
37 38