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
1276
$55K ﹤0.01%
249
1277
$55K ﹤0.01%
2,433
1278
$55K ﹤0.01%
2,930
1279
$55K ﹤0.01%
1,992
1280
$55K ﹤0.01%
998
1281
$55K ﹤0.01%
4,031
1282
$55K ﹤0.01%
839
1283
$55K ﹤0.01%
1,234
1284
$55K ﹤0.01%
5,185
1285
$55K ﹤0.01%
581
1286
$55K ﹤0.01%
625
1287
$55K ﹤0.01%
1,667
-834
1288
$54K ﹤0.01%
3,413
1289
$54K ﹤0.01%
241
1290
$54K ﹤0.01%
609
1291
$54K ﹤0.01%
293
1292
$53K ﹤0.01%
536
1293
$53K ﹤0.01%
850
1294
$53K ﹤0.01%
1,417
1295
$53K ﹤0.01%
252
1296
$53K ﹤0.01%
2,553
1297
$53K ﹤0.01%
758
1298
$53K ﹤0.01%
2,262
1299
$52K ﹤0.01%
6,300
1300
$52K ﹤0.01%
1,991
50 51
52
53 54