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
1076
$100K ﹤0.01%
81,290
1077
$100K ﹤0.01%
573
1078
$99K ﹤0.01%
722
1079
$99K ﹤0.01%
1,128
1080
$99K ﹤0.01%
436
1081
$98K ﹤0.01%
2,993
1082
$98K ﹤0.01%
1,387
1083
$98K ﹤0.01%
2,855
1084
$98K ﹤0.01%
1,596
1085
$97K ﹤0.01%
1,000
1086
$97K ﹤0.01%
150
1087
$97K ﹤0.01%
4,802
1088
$97K ﹤0.01%
1,082
1089
$97K ﹤0.01%
290
1090
$97K ﹤0.01%
2,359
1091
$97K ﹤0.01%
550
1092
$96K ﹤0.01%
2,446
1093
$96K ﹤0.01%
4,778
1094
$95K ﹤0.01%
4,827
1095
$95K ﹤0.01%
1,650
1096
$94K ﹤0.01%
1,092
1097
$92K ﹤0.01%
831
1098
$92K ﹤0.01%
2,494
1099
$91K ﹤0.01%
2,273
1100
$91K ﹤0.01%
1,317
42 43
44
45 46