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
1326
$49K ﹤0.01%
1,901
1327
$49K ﹤0.01%
75
1328
$49K ﹤0.01%
1,008
1329
$49K ﹤0.01%
247
1330
$49K ﹤0.01%
2,677
1331
$48K ﹤0.01%
1,074
1332
$48K ﹤0.01%
469
1333
$48K ﹤0.01%
502
1334
$47K ﹤0.01%
813
1335
$47K ﹤0.01%
145
1336
$47K ﹤0.01%
820
1337
$47K ﹤0.01%
424
+283
1338
$47K ﹤0.01%
10,100
1339
$47K ﹤0.01%
184
1340
$47K ﹤0.01%
965
1341
$47K ﹤0.01%
892
1342
$47K ﹤0.01%
+956
1343
$46K ﹤0.01%
727
1344
$46K ﹤0.01%
553
1345
$46K ﹤0.01%
8,563
1346
$46K ﹤0.01%
2,924
1347
$46K ﹤0.01%
1,074
1348
$46K ﹤0.01%
1,000
1349
$46K ﹤0.01%
109
1350
$45K ﹤0.01%
550
52 53
54
55 56