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
1301
$52K ﹤0.01%
1,166
1302
$52K ﹤0.01%
298
1303
$52K ﹤0.01%
1,250
1304
$52K ﹤0.01%
390
1305
$51K ﹤0.01%
908
1306
$51K ﹤0.01%
790
1307
$51K ﹤0.01%
2,741
1308
$51K ﹤0.01%
711
1309
$50K ﹤0.01%
3,983
1310
$50K ﹤0.01%
580
1311
$50K ﹤0.01%
4,742
1312
$50K ﹤0.01%
2,791
1313
$50K ﹤0.01%
805
1314
$50K ﹤0.01%
527
1315
$50K ﹤0.01%
2,962
1316
$50K ﹤0.01%
5,350
1317
$50K ﹤0.01%
1,039
1318
$50K ﹤0.01%
1,530
1319
$50K ﹤0.01%
1,009
1320
$49K ﹤0.01%
707
1321
$49K ﹤0.01%
1,474
1322
$49K ﹤0.01%
999
1323
$49K ﹤0.01%
337
1324
$49K ﹤0.01%
464
1325
$49K ﹤0.01%
732
51 52
53
54 55