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
1226
$63K ﹤0.01%
242
1227
$62K ﹤0.01%
894
1228
$62K ﹤0.01%
1,140
1229
$62K ﹤0.01%
1,199
1230
$62K ﹤0.01%
2,147
1231
$62K ﹤0.01%
7,320
1232
$62K ﹤0.01%
6,546
1233
$62K ﹤0.01%
867
1234
$61K ﹤0.01%
341
1235
$61K ﹤0.01%
2,688
1236
$61K ﹤0.01%
1,536
1237
$61K ﹤0.01%
238
1238
$61K ﹤0.01%
251
1239
$60K ﹤0.01%
928
1240
$60K ﹤0.01%
1,147
1241
$60K ﹤0.01%
1,218
1242
$59K ﹤0.01%
286
1243
$59K ﹤0.01%
706
1244
$59K ﹤0.01%
2,975
1245
$59K ﹤0.01%
2,092
1246
$59K ﹤0.01%
555
1247
$59K ﹤0.01%
541
1248
$59K ﹤0.01%
2,389
1249
$58K ﹤0.01%
319
1250
$58K ﹤0.01%
602
48 49
50
51 52