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
1251
$58K ﹤0.01%
124
1252
$58K ﹤0.01%
904
1253
$58K ﹤0.01%
5,489
1254
$57K ﹤0.01%
5,635
1255
$57K ﹤0.01%
1,719
1256
$57K ﹤0.01%
1,251
1257
$57K ﹤0.01%
1,269
1258
$57K ﹤0.01%
3,881
1259
$57K ﹤0.01%
649
1260
$57K ﹤0.01%
341
1261
$57K ﹤0.01%
2,285
1262
$57K ﹤0.01%
157
1263
$57K ﹤0.01%
126
1264
$57K ﹤0.01%
625
1265
$57K ﹤0.01%
3,724
1266
$56K ﹤0.01%
320
1267
$56K ﹤0.01%
3,323
1268
$56K ﹤0.01%
614
1269
$56K ﹤0.01%
152
1270
$56K ﹤0.01%
934
1271
$56K ﹤0.01%
2,095
1272
$56K ﹤0.01%
1,306
1273
$56K ﹤0.01%
435
1274
$56K ﹤0.01%
791
1275
$56K ﹤0.01%
328
49 50
51
52 53