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
1176
$73K ﹤0.01%
6,088
1177
$73K ﹤0.01%
702
1178
$73K ﹤0.01%
4,271
1179
$72K ﹤0.01%
1,554
1180
$72K ﹤0.01%
700
1181
$72K ﹤0.01%
1,773
1182
$71K ﹤0.01%
2,098
1183
$71K ﹤0.01%
293
1184
$71K ﹤0.01%
3,392
1185
$71K ﹤0.01%
1,948
1186
$71K ﹤0.01%
815
1187
$70K ﹤0.01%
745
1188
$70K ﹤0.01%
1,816
1189
$70K ﹤0.01%
2,626
1190
$70K ﹤0.01%
539
1191
$70K ﹤0.01%
153
1192
$70K ﹤0.01%
1,443
1193
$69K ﹤0.01%
2,228
1194
$69K ﹤0.01%
3,364
1195
$68K ﹤0.01%
3,649
1196
$68K ﹤0.01%
789
1197
$68K ﹤0.01%
5,916
1198
$68K ﹤0.01%
1,147
1199
$67K ﹤0.01%
840
1200
$67K ﹤0.01%
1,205
46 47
48
49 50