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
1026
$115K ﹤0.01%
1,246
1027
$115K ﹤0.01%
216
1028
$113K ﹤0.01%
1,233
1029
$113K ﹤0.01%
754
1030
$113K ﹤0.01%
141
1031
$113K ﹤0.01%
730
1032
$113K ﹤0.01%
+2,246
1033
$112K ﹤0.01%
407
1034
$112K ﹤0.01%
8,079
1035
$112K ﹤0.01%
4,031
1036
$110K ﹤0.01%
4,302
1037
$110K ﹤0.01%
2,642
1038
$109K ﹤0.01%
73
1039
$109K ﹤0.01%
229
1040
$109K ﹤0.01%
561
1041
$109K ﹤0.01%
2,149
1042
$109K ﹤0.01%
531
1043
$109K ﹤0.01%
3,011
1044
$108K ﹤0.01%
5,160
1045
$108K ﹤0.01%
2,356
1046
$108K ﹤0.01%
768
1047
$108K ﹤0.01%
4,152
1048
$107K ﹤0.01%
1,207
1049
$107K ﹤0.01%
3,902
1050
$107K ﹤0.01%
1,743
40 41
42
43 44