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
1126
$84K ﹤0.01%
211
1127
$83K ﹤0.01%
519
1128
$83K ﹤0.01%
1,368
1129
$83K ﹤0.01%
1,134
1130
$83K ﹤0.01%
5,184
1131
$82K ﹤0.01%
1,934
1132
$82K ﹤0.01%
2,487
1133
$81K ﹤0.01%
1,408
1134
$81K ﹤0.01%
9,230
1135
$80K ﹤0.01%
327
1136
$80K ﹤0.01%
780
1137
$80K ﹤0.01%
183
1138
$80K ﹤0.01%
1,192
1139
$80K ﹤0.01%
173
1140
$80K ﹤0.01%
883
1141
$79K ﹤0.01%
2,092
1142
$79K ﹤0.01%
5,152
1143
$79K ﹤0.01%
4,616
1144
$79K ﹤0.01%
1,615
1145
$79K ﹤0.01%
931
1146
$79K ﹤0.01%
448
1147
$79K ﹤0.01%
694
1148
$78K ﹤0.01%
1,371
1149
$78K ﹤0.01%
247
1150
$78K ﹤0.01%
5,525
44 45
46
47 48