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
1051
$106K ﹤0.01%
5,225
1052
$106K ﹤0.01%
+3,852
1053
$106K ﹤0.01%
344
1054
$106K ﹤0.01%
1,286
1055
$105K ﹤0.01%
1,641
1056
$104K ﹤0.01%
877
1057
$104K ﹤0.01%
1,302
1058
$103K ﹤0.01%
989
1059
$103K ﹤0.01%
1,617
1060
$103K ﹤0.01%
3,375
1061
$103K ﹤0.01%
1,764
1062
$103K ﹤0.01%
1,104
1063
$103K ﹤0.01%
2,180
1064
$102K ﹤0.01%
1,200
1065
$102K ﹤0.01%
5,960
1066
$102K ﹤0.01%
199
1067
$102K ﹤0.01%
315
1068
$102K ﹤0.01%
851
1069
$102K ﹤0.01%
566
1070
$101K ﹤0.01%
2,039
1071
$101K ﹤0.01%
2,238
1072
$101K ﹤0.01%
3,101
1073
$101K ﹤0.01%
9,963
1074
$100K ﹤0.01%
5,704
1075
$100K ﹤0.01%
2,350
41 42
43
44 45