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
1151
$78K ﹤0.01%
3,580
1152
$77K ﹤0.01%
908
1153
$77K ﹤0.01%
1,462
1154
$77K ﹤0.01%
4,203
1155
$77K ﹤0.01%
4,182
1156
$77K ﹤0.01%
6,713
1157
$76K ﹤0.01%
2,914
1158
$76K ﹤0.01%
2,298
1159
$76K ﹤0.01%
1,676
1160
$76K ﹤0.01%
1,140
1161
$76K ﹤0.01%
4,041
1162
$76K ﹤0.01%
1,218
1163
$76K ﹤0.01%
3,094
1164
$76K ﹤0.01%
3,038
1165
$76K ﹤0.01%
6,173
1166
$75K ﹤0.01%
3,713
1167
$75K ﹤0.01%
10,543
1168
$75K ﹤0.01%
2,448
1169
$75K ﹤0.01%
665
1170
$74K ﹤0.01%
560
1171
$74K ﹤0.01%
1,768
1172
$74K ﹤0.01%
4,437
1173
$74K ﹤0.01%
1,352
1174
$74K ﹤0.01%
255
1175
$73K ﹤0.01%
4,105
45 46
47
48 49