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
901
$171K ﹤0.01%
5,192
902
$171K ﹤0.01%
4,530
903
$171K ﹤0.01%
1,322
904
$170K ﹤0.01%
1,038
905
$169K ﹤0.01%
3,321
906
$169K ﹤0.01%
6,475
907
$167K ﹤0.01%
9,588
908
$167K ﹤0.01%
1,428
909
$167K ﹤0.01%
1,272
910
$166K ﹤0.01%
6,205
911
$166K ﹤0.01%
849
912
$166K ﹤0.01%
1,543
913
$164K ﹤0.01%
2,828
914
$164K ﹤0.01%
1,456
915
$162K ﹤0.01%
3,500
916
$162K ﹤0.01%
866
917
$161K ﹤0.01%
664
918
$161K ﹤0.01%
5,327
919
$161K ﹤0.01%
5,726
920
$160K ﹤0.01%
+1,018
921
$160K ﹤0.01%
3,679
922
$160K ﹤0.01%
11,181
923
$159K ﹤0.01%
10,053
924
$159K ﹤0.01%
2,742
925
$158K ﹤0.01%
542
35 36
37
38 39