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
1201
$67K ﹤0.01%
521
1202
$67K ﹤0.01%
1,117
1203
$67K ﹤0.01%
266
1204
$67K ﹤0.01%
326
1205
$67K ﹤0.01%
700
1206
$66K ﹤0.01%
2,071
1207
$66K ﹤0.01%
1,114
1208
$66K ﹤0.01%
908
1209
$66K ﹤0.01%
2,316
1210
$66K ﹤0.01%
2,648
1211
$66K ﹤0.01%
486
1212
$66K ﹤0.01%
4,169
1213
$66K ﹤0.01%
11,949
1214
$65K ﹤0.01%
1,778
1215
$65K ﹤0.01%
1,734
1216
$65K ﹤0.01%
484
1217
$64K ﹤0.01%
5,660
1218
$64K ﹤0.01%
562
1219
$64K ﹤0.01%
633
1220
$64K ﹤0.01%
1,448
1221
$63K ﹤0.01%
1,333
1222
$63K ﹤0.01%
547
1223
$63K ﹤0.01%
1,109
1224
$63K ﹤0.01%
931
1225
$63K ﹤0.01%
1,453
47 48
49
50 51