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
1351
$45K ﹤0.01%
130
1352
$45K ﹤0.01%
287
1353
$45K ﹤0.01%
1,696
1354
$45K ﹤0.01%
845
1355
$45K ﹤0.01%
1,335
1356
$45K ﹤0.01%
670
1357
$45K ﹤0.01%
1,545
1358
$45K ﹤0.01%
405
1359
$44K ﹤0.01%
310
1360
$44K ﹤0.01%
900
1361
$44K ﹤0.01%
464
1362
$44K ﹤0.01%
476
1363
$44K ﹤0.01%
1,614
1364
$44K ﹤0.01%
1,451
1365
$43K ﹤0.01%
1,001
1366
$43K ﹤0.01%
260
1367
$43K ﹤0.01%
2,511
1368
$43K ﹤0.01%
555
1369
$43K ﹤0.01%
249
1370
$43K ﹤0.01%
319
1371
$43K ﹤0.01%
123
1372
$43K ﹤0.01%
450
1373
$43K ﹤0.01%
989
1374
$43K ﹤0.01%
2,548
1375
$43K ﹤0.01%
20,400
53 54
55
56 57