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
976
$134K ﹤0.01%
9,500
977
$134K ﹤0.01%
633
+601
978
$134K ﹤0.01%
4,351
979
$133K ﹤0.01%
2,676
980
$132K ﹤0.01%
3,864
981
$131K ﹤0.01%
1,034
982
$131K ﹤0.01%
670
983
$131K ﹤0.01%
475
984
$130K ﹤0.01%
2,500
985
$130K ﹤0.01%
2,381
986
$130K ﹤0.01%
5,000
987
$129K ﹤0.01%
1,422
988
$129K ﹤0.01%
2,761
989
$128K ﹤0.01%
1,154
990
$128K ﹤0.01%
1,767
991
$128K ﹤0.01%
1,009
992
$128K ﹤0.01%
3,341
993
$128K ﹤0.01%
2,266
994
$127K ﹤0.01%
2,556
995
$127K ﹤0.01%
2,007
996
$126K ﹤0.01%
6,288
997
$125K ﹤0.01%
1,748
998
$124K ﹤0.01%
684
999
$124K ﹤0.01%
10,059
1000
$124K ﹤0.01%
2,584
38 39
40
41 42