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
1101
$91K ﹤0.01%
560
1102
$91K ﹤0.01%
2,786
1103
$91K ﹤0.01%
10,685
1104
$90K ﹤0.01%
3,125
1105
$90K ﹤0.01%
1,264
1106
$90K ﹤0.01%
1,924
1107
$90K ﹤0.01%
13,424
1108
$89K ﹤0.01%
5,328
1109
$89K ﹤0.01%
829
1110
$89K ﹤0.01%
2,091
1111
$89K ﹤0.01%
1,661
1112
$89K ﹤0.01%
512
1113
$88K ﹤0.01%
1,450
1114
$88K ﹤0.01%
1,263
1115
$87K ﹤0.01%
15,691
1116
$87K ﹤0.01%
12,841
1117
$87K ﹤0.01%
4,208
1118
$87K ﹤0.01%
1,182
1119
$86K ﹤0.01%
148
1120
$86K ﹤0.01%
+1,942
1121
$85K ﹤0.01%
2,270
1122
$85K ﹤0.01%
4,677
1123
$85K ﹤0.01%
9,725
1124
$84K ﹤0.01%
492
1125
$84K ﹤0.01%
686
43 44
45
46 47