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
101
$25.6M 0.2%
129,263
102
$25.1M 0.2%
105,811
103
$24.9M 0.2%
85,949
104
$24.8M 0.2%
719,487
105
$24M 0.19%
205,048
106
$23.9M 0.19%
57,572
107
$23.8M 0.19%
270,028
108
$23.7M 0.19%
169,369
109
$23.7M 0.19%
97,048
110
$23.5M 0.19%
345,523
111
$22.9M 0.18%
184,453
112
$22.7M 0.18%
1,100,511
113
$22.7M 0.18%
350,877
114
$22.6M 0.18%
73,590
115
$22.5M 0.18%
204,815
116
$22.4M 0.18%
61,722
117
$22.4M 0.18%
93,901
118
$22.1M 0.18%
143,227
119
$22.1M 0.18%
298,437
120
$22M 0.18%
329,050
121
$21.9M 0.17%
350,945
122
$21.6M 0.17%
195,385
123
$21.6M 0.17%
369,721
124
$21.6M 0.17%
181,565
125
$21.5M 0.17%
88,863
3 4
5
6 7